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
2021 Q3	$6K	Sell	150 -105	-41%	-$4.94K	﹤0.01%	922
2021 Q2	$12K	Buy	+255	New	+$11.9K	﹤0.01%	891
2020 Q4	$6K	Buy	+150	New	+$5.65K	0.01%	224
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Gravity Asset Management's NNN Position: Q3 2021 in Review

Financial Gravity Asset Management reduced its NNN REIT (NNN) stake by 41% in Q3 2021, selling an estimated $4.94K and leaving 150 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Financial Gravity Asset Management first reported a position in NNN in Q1 2018 and has held it in 10 quarters since. The position peaked at $12K in Q2 2021. 404 funds tracked by Wall St. Rank hold NNN as of Q3 2021.

Financial Gravity Asset Management held 150 shares of NNN REIT worth $6K as of Q3 2021.
Financial Gravity Asset Management sold 105 NNN REIT shares in Q3 2021, an estimated $4.94K.
NNN REIT made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2021, its #922 holding.
Financial Gravity Asset Management first reported a position in NNN REIT in Q1 2018 and has held it in 10 quarters since.
Financial Gravity Asset Management's NNN REIT position peaked at $12K in Q2 2021.
404 funds tracked by Wall St. Rank held NNN REIT as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.