Financial Gravity Asset Management’s NNN REIT NNN Stock Holding History

Financial Gravity Asset Management’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
2023 Q2	–	Sell	-44	Closed	-$5	–	1737
2023 Q1	$5	Buy	+44	New	+$2K	﹤0.01%	922
2022 Q1	–	Sell	-150	Closed	-$7	–	977
2021 Q4	$7	Hold	150	–	–	﹤0.01%	880
2021 Q3	$6K	Sell	150 -105	-41%	-$4.94K	﹤0.01%	922
2021 Q2	$12K	Buy	255 +105	+70%	+$4.92K	﹤0.01%	891
2021 Q1	$7	Hold	150	–	–	﹤0.01%	741
2020 Q4	$6K	Buy	+150	New	+$5.65K	0.01%	224
2020 Q2	–	Sell	-150	Closed	-$5	–	585
2020 Q1	$5	Hold	150	–	–	﹤0.01%	1059
2019 Q4	$8K	Hold	150	–	–	0.01%	1224
2019 Q3	$8K	Hold	150	–	–	0.01%	636
2019 Q2	$8K	Hold	150	–	–	0.01%	630
2019 Q1	$8K	Buy	+150	New	+$7.77K	0.01%	600
2018 Q3	$7K	Sell	150 -45	-23%	-$2.02K	0.01%	655
2018 Q2	$9K	Sell	195 -8	-4%	-$323	0.01%	595
2018 Q1	$8K	Buy	+203	New	+$7.91K	0.01%	621

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return