Foundations Investment Advisors’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Foundations Investment Advisors’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
2023 Q3	–	Sell	-27,194	Closed	-$184K	–	687
2023 Q2	$184K	Sell	27,194 -9,016	-25%	-$53.5K	0.01%	548
2023 Q1	$227K	Hold	36,210	–	–	0.01%	453
2022 Q4	$215K	Hold	36,210	–	–	0.01%	400
2022 Q3	$213K	Sell	36,210 -400	-1%	-$2.96K	0.01%	368
2022 Q2	$275K	Buy	+36,610	New	+$276K	0.01%	319

Other funds holding RTL

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Foundations Investment Advisors's RTL Position: Q3 2023 in Review

Foundations Investment Advisors sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 27,194 shares — an estimated $184K sold.

Foundations Investment Advisors first reported a position in RTL in Q2 2022 and held it in 5 quarters. The position peaked at $275K in Q2 2022. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Foundations Investment Advisors reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Foundations Investment Advisors sold 27,194 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $184K.
Foundations Investment Advisors first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q2 2022 and held it in 5 quarters.
Foundations Investment Advisors's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $275K in Q2 2022.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Foundations Investment Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.