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Insight Wealth Strategies’s NNN REIT NNN Stock Holding History

Insight Wealth Strategies’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
2021
Q2 		– Sell
-6,637
Closed -$293K – 218
2021
Q1 		$293K Buy
6,637
+95
+1% +$3.98K 0.04% 180
2020
Q4 		$268K Sell
6,542
-859
-12% -$32.4K 0.05% 180
2020
Q3 		$255K Sell
7,401
-2,134
-22% -$76.3K 0.05% 165
2020
Q2 		$338K Buy
9,535
+179
+2% +$5.85K 0.08% 118
2020
Q1 		$301K Buy
9,356
+335
+4% +$16.8K 0.08% 112
2019
Q4 		$484K Buy
9,021
+3,170
+54% +$176K 0.1% 127
2019
Q3 		$330K Buy
+5,851
New +$318K 0.08% 147

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Insight Wealth Strategies's NNN Position: Q2 2021 in Review

Insight Wealth Strategies sold out of NNN REIT (NNN) in Q2 2021, closing a stake of 6,637 shares — an estimated $293K sold.

Insight Wealth Strategies first reported a position in NNN in Q3 2019 and held it in 7 quarters. The position peaked at $484K in Q4 2019. 400 funds tracked by Wall St. Rank hold NNN as of Q2 2021.

  • Insight Wealth Strategies reported no remaining NNN REIT position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 6,637 NNN REIT shares in Q2 2021, an estimated $293K.
  • Insight Wealth Strategies first reported a position in NNN REIT in Q3 2019 and held it in 7 quarters.
  • Insight Wealth Strategies's NNN REIT position peaked at $484K in Q4 2019.
  • 400 funds tracked by Wall St. Rank held NNN REIT as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.