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

Foresight Wealth Management’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
2019 Q4	–	Sell	-95,270	Closed	-$1.33M	–	135
2019 Q3	$1.33M	Buy	95,270 +620	+0.7%	+$7.54K	0.96%	25
2019 Q2	$1.03M	Buy	94,650 +5,049	+6%	+$52.7K	0.78%	31
2019 Q1	$968K	Buy	89,601 +31,893	+55%	+$379K	0.84%	31
2018 Q4	$769K	Buy	+57,708	New	+$794K	0.82%	35

Other funds holding RTL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Foresight Wealth Management's RTL Position: Q4 2019 in Review

Foresight Wealth Management sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q4 2019, closing a stake of 95,270 shares — an estimated $1.33M sold.

Foresight Wealth Management first reported a position in RTL in Q4 2018 and held it in 4 quarters. The position peaked at $1.33M in Q3 2019. 209 funds tracked by Wall St. Rank hold RTL as of Q4 2019.

Foresight Wealth Management reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q4 2019 after selling out during the quarter.
Foresight Wealth Management sold 95,270 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q4 2019, an estimated $1.33M.
Foresight Wealth Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2018 and held it in 4 quarters.
Foresight Wealth Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $1.33M in Q3 2019.
209 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q4 2019.

Based on Foresight Wealth Management's 13F filing for Q4 2019, filed 15 Jan 2020.