GWMIA
RTL

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

Global Wealth Management Investment Advisory’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
-14,658
Closed -$99.1K – 508
2023
Q2 		$99.1K Hold
14,658
– – 0.03% 157
2023
Q1 		$92.1K Sell
14,658
-516
-3% -$3.35K 0.03% 133
2022
Q4 		$90K Sell
15,174
-39,553
-72% -$252K 0.03% 131
2022
Q3 		$322K Buy
54,727
+1,884
+4% +$13.9K 0.11% 113
2022
Q2 		$385K Buy
52,843
+9,040
+21% +$68.1K 0.13% 108
2022
Q1 		$346K Sell
43,803
-2,642
-6% -$21.4K 0.1% 119
2021
Q4 		$424K Buy
46,445
+13,021
+39% +$111K 0.13% 105
2021
Q3 		$269K Buy
33,424
+5,382
+19% +$45.5K 0.09% 119
2021
Q2 		$238K Buy
28,042
+15,305
+120% +$143K 0.08% 122
2021
Q1 		$125K Buy
12,737
+1,234
+11% +$10.7K 0.05% 145
2020
Q4 		$85K Buy
11,503
+1,196
+12% +$8.42K 0.03% 155
2020
Q3 		$65K Sell
10,307
-333,674
-97% -$2.36M 0.03% 161
2020
Q2 		$2.73M Sell
343,981
-2,291
-0.7% -$16.8K 1.17% 28
2020
Q1 		$2.16M Buy
346,272
+3,105
+0.9% +$34.6K 1.09% 28
2019
Q4 		$4.55M Buy
343,167
+1,068
+0.3% +$15.3K 1.92% 13
2019
Q3 		$4.78M Sell
342,099
-6,641
-2% -$80.8K 2.18% 9
2019
Q2 		$3.8M Sell
348,740
-11,224
-3% -$117K 1.84% 14
2019
Q1 		$3.89M Buy
359,964
+109,257
+44% +$1.3M 2.02% 7
2018
Q4 		$3.34M Buy
+250,707
New +$3.45M 1.94% 7

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Global Wealth Management Investment Advisory's RTL Position: Q3 2023 in Review

Global Wealth Management Investment Advisory sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 14,658 shares — an estimated $99.1K sold.

Global Wealth Management Investment Advisory first reported a position in RTL in Q4 2018 and held it in 19 quarters. The position peaked at $4.78M in Q3 2019. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

  • Global Wealth Management Investment Advisory reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 14,658 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $99.1K.
  • Global Wealth Management Investment Advisory first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2018 and held it in 19 quarters.
  • Global Wealth Management Investment Advisory's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $4.78M in Q3 2019.
  • 3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2023, filed 6 Nov 2023.