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

EverSource Wealth Advisors’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	-416	Closed	-$2.81K	–	2696
2023 Q2	$2.81K	Hold	416	–	–	﹤0.01%	1941
2023 Q1	$2.61K	Buy	416 +159	+62%	+$1.03K	﹤0.01%	1854
2022 Q4	$1.52K	Sell	257 -132	-34%	-$840	﹤0.01%	1987
2022 Q3	$3K	Sell	389 -773	-67%	-$5.72K	﹤0.01%	1612
2022 Q2	$8K	Hold	1,162	–	–	﹤0.01%	1136
2022 Q1	$9K	Buy	1,162 +905	+352%	+$7.33K	﹤0.01%	1047
2021 Q4	$2K	Buy	+257	New	+$2.18K	﹤0.01%	1658

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

EverSource Wealth Advisors's RTL Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 416 shares — an estimated $2.81K sold.

EverSource Wealth Advisors first reported a position in RTL in Q4 2021 and held it in 7 quarters. The position peaked at $9K in Q1 2022. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

EverSource Wealth Advisors reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 416 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $2.81K.
EverSource Wealth Advisors first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2021 and held it in 7 quarters.
EverSource Wealth Advisors's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $9K in Q1 2022.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.