HBC Financial Services’s NNN REIT NNN Stock Holding History

HBC Financial Services’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
2023 Q2	–	Sell	-900	Closed	-$39K	–	197
2023 Q1	$39K	Buy	+900	New	+$41K	0.03%	78

Other funds holding NNN

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

HBC Financial Services's NNN Position: Q2 2023 in Review

HBC Financial Services sold out of NNN REIT (NNN) in Q2 2023, closing a stake of 900 shares — an estimated $39K sold.

HBC Financial Services first reported a position in NNN in Q1 2023 and held it in 1 quarter. The position peaked at $39K in Q1 2023. 432 funds tracked by Wall St. Rank hold NNN as of Q2 2023.

HBC Financial Services reported no remaining NNN REIT position as of Q2 2023 after selling out during the quarter.
HBC Financial Services sold 900 NNN REIT shares in Q2 2023, an estimated $39K.
HBC Financial Services first reported a position in NNN REIT in Q1 2023 and held it in 1 quarter.
HBC Financial Services's NNN REIT position peaked at $39K in Q1 2023.
432 funds tracked by Wall St. Rank held NNN REIT as of Q2 2023.

Based on HBC Financial Services's 13F filing for Q2 2023, filed 27 Jul 2023.