Gradient Investments’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Gradient Investments’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	-2,185	Closed	-$14.8K	–	1930
2023 Q2	$14.8K	Hold	2,185	–	–	﹤0.01%	742
2023 Q1	$13.7K	Hold	2,185	–	–	﹤0.01%	740
2022 Q4	$13K	Buy	2,185 +1,928	+750%	+$12.3K	﹤0.01%	765
2022 Q3	$2K	Hold	257	–	–	﹤0.01%	1183
2022 Q2	$2K	Buy	+257	New	+$1.94K	﹤0.01%	1090
2021 Q3	–	Sell	-220	Closed	-$2K	–	1284
2021 Q2	$2K	Buy	+220	New	+$2.05K	﹤0.01%	1031
2021 Q1	–	Sell	-1,529	Closed	-$10K	–	1328
2020 Q4	$10K	Hold	1,529	–	–	﹤0.01%	706
2020 Q3	$10K	Sell	1,529 -597	-28%	-$4.23K	﹤0.01%	710
2020 Q2	$17K	Sell	2,126 -6,883	-76%	-$50.5K	﹤0.01%	559
2020 Q1	$56K	Hold	9,009	–	–	﹤0.01%	337
2019 Q4	$119K	Sell	9,009 -19,792	-69%	-$283K	0.01%	295
2019 Q3	$402K	Sell	28,801 -1,121	-4%	-$13.6K	0.02%	228
2019 Q2	$326K	Sell	29,922 -470	-2%	-$4.9K	0.02%	234
2019 Q1	$328K	Buy	30,392 +7,598	+33%	+$90.3K	0.02%	212
2018 Q4	$304K	Buy	22,794 +7,029	+45%	+$96.7K	0.02%	203
2018 Q3	$241K	Buy	+15,765	New	+$249K	0.01%	231

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

Gradient Investments's RTL Position: Q3 2023 in Review

Gradient Investments sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 2,185 shares — an estimated $14.8K sold.

Gradient Investments first reported a position in RTL in Q3 2018 and held it in 16 quarters. The position peaked at $402K in Q3 2019. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Gradient Investments reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 2,185 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $14.8K.
Gradient Investments first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2018 and held it in 16 quarters.
Gradient Investments's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $402K 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 Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.