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Focused Wealth Management’s NNN REIT NNN Stock Holding History

Focused Wealth 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
Q1 		– Sell
-53
Closed -$2.42K – 1117
2022
Q4 		$2.42K Buy
+53
New +$2.31K ﹤0.01% 761
2020
Q3 		– Sell
-330
Closed -$12K – 835
2020
Q2 		$12K Buy
+330
New +$10.8K ﹤0.01% 478

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Focused Wealth Management's NNN Position: Q1 2023 in Review

Focused Wealth Management sold out of NNN REIT (NNN) in Q1 2023, closing a stake of 53 shares — an estimated $2.42K sold.

Focused Wealth Management first reported a position in NNN in Q2 2020 and held it in 2 quarters. The position peaked at $12K in Q2 2020. 432 funds tracked by Wall St. Rank hold NNN as of Q1 2023.

  • Focused Wealth Management reported no remaining NNN REIT position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 53 NNN REIT shares in Q1 2023, an estimated $2.42K.
  • Focused Wealth Management first reported a position in NNN REIT in Q2 2020 and held it in 2 quarters.
  • Focused Wealth Management's NNN REIT position peaked at $12K in Q2 2020.
  • 432 funds tracked by Wall St. Rank held NNN REIT as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.