Elevation Wealth Partners’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Elevation Wealth Partners’s Portfolio RTL Stock Details RTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,705	Closed	-$11.5K	–	369
2023 Q2	$11.5K	Buy	1,705 +60	+4%	+$356	0.01%	240
2023 Q1	$10.3K	Buy	+1,645	New	+$10.7K	0.01%	260

Other funds holding RTL

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Elevation Wealth Partners's RTL Position: Q3 2023 in Review

Elevation Wealth Partners sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 1,705 shares — an estimated $11.5K sold.

Elevation Wealth Partners first reported a position in RTL in Q1 2023 and held it in 2 quarters. The position peaked at $11.5K in Q2 2023. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Elevation Wealth Partners reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Elevation Wealth Partners sold 1,705 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $11.5K.
Elevation Wealth Partners first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q1 2023 and held it in 2 quarters.
Elevation Wealth Partners's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $11.5K in Q2 2023.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Elevation Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.