FAG
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Fortitude Advisory Group’s NNN REIT NNN Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-681
Closed -$31K – 900
2022
Q1 		$31K Hold
681
– – 0.02% 679
2021
Q4 		$33K Buy
+681
New +$31.2K 0.02% 670

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Fortitude Advisory Group's NNN Position: Q2 2022 in Review

Fortitude Advisory Group sold out of NNN REIT (NNN) in Q2 2022, closing a stake of 681 shares — an estimated $31K sold.

Fortitude Advisory Group first reported a position in NNN in Q4 2021 and held it in 2 quarters. The position peaked at $33K in Q4 2021. 418 funds tracked by Wall St. Rank hold NNN as of Q2 2022.

  • Fortitude Advisory Group reported no remaining NNN REIT position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 681 NNN REIT shares in Q2 2022, an estimated $31K.
  • Fortitude Advisory Group first reported a position in NNN REIT in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's NNN REIT position peaked at $33K in Q4 2021.
  • 418 funds tracked by Wall St. Rank held NNN REIT as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.