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CSat Investment Advisory’s NNN REIT NNN Stock Holding History

CSat Investment Advisory’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-640
Closed -$22K – 804
2020
Q3 		$22K Buy
640
+77
+14% +$2.75K ﹤0.01% 839
2020
Q2 		$20K Buy
563
+86
+18% +$2.81K ﹤0.01% 833
2020
Q1 		$15K Buy
477
+76
+19% +$3.82K ﹤0.01% 795
2019
Q4 		$22K Buy
401
+64
+19% +$3.56K 0.01% 759
2019
Q3 		$19K Buy
337
+48
+17% +$2.61K 0.01% 725
2019
Q2 		$15K Buy
+289
New +$15.4K 0.01% 760

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's NNN Position: Q4 2020 in Review

CSat Investment Advisory sold out of NNN REIT (NNN) in Q4 2020, closing a stake of 640 shares — an estimated $22K sold.

CSat Investment Advisory first reported a position in NNN in Q2 2019 and held it in 6 quarters. The position peaked at $22K in Q3 2020. 369 funds tracked by Wall St. Rank hold NNN as of Q4 2020.

  • CSat Investment Advisory reported no remaining NNN REIT position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 640 NNN REIT shares in Q4 2020, an estimated $22K.
  • CSat Investment Advisory first reported a position in NNN REIT in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's NNN REIT position peaked at $22K in Q3 2020.
  • 369 funds tracked by Wall St. Rank held NNN REIT as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.