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

HHM Wealth 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	-7,314	Closed	-$49.4K	–	838
2023 Q2	$49.4K	Hold	7,314	–	–	0.01%	286
2023 Q1	$45.9K	Hold	7,314	–	–	0.01%	289
2022 Q4	$43.4K	Hold	7,314	–	–	0.01%	261
2022 Q3	$43K	Hold	7,314	–	–	0.01%	254
2022 Q2	$53K	Hold	7,314	–	–	0.01%	273
2022 Q1	$58K	Hold	7,314	–	–	0.01%	288
2021 Q4	$67K	Hold	7,314	–	–	0.02%	271
2021 Q3	$59K	Hold	7,314	–	–	0.02%	274
2021 Q2	$62K	Hold	7,314	–	–	0.02%	268
2021 Q1	$72K	Hold	7,314	–	–	0.02%	229
2020 Q4	$54K	Hold	7,314	–	–	0.02%	250
2020 Q3	$46K	Sell	7,314 -2,572	-26%	-$18.2K	0.02%	235
2020 Q2	$78K	Hold	9,886	–	–	0.03%	177
2020 Q1	$62K	Buy	+9,886	New	+$110K	0.03%	184
2019 Q4	–	Sell	-13,161	Closed	-$184K	–	90
2019 Q3	$184K	Hold	13,161	–	–	0.1%	73
2019 Q2	$143K	Sell	13,161 -2,961	-18%	-$30.9K	0.08%	69
2019 Q1	$174K	Buy	16,122 +600	+4%	+$7.13K	0.11%	67
2018 Q4	$207K	Buy	+15,522	New	+$213K	0.15%	58

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

HHM Wealth Advisors's RTL Position: Q3 2023 in Review

HHM Wealth Advisors sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 7,314 shares — an estimated $49.4K sold.

HHM Wealth Advisors first reported a position in RTL in Q4 2018 and held it in 18 quarters. The position peaked at $207K in Q4 2018. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

HHM Wealth Advisors reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
HHM Wealth Advisors sold 7,314 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $49.4K.
HHM Wealth Advisors first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2018 and held it in 18 quarters.
HHM Wealth Advisors's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $207K in Q4 2018.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.