Lake Point Wealth Management’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$21K	Hold	2,880	–	–	0.01%	117
2022 Q1	$23K	Hold	2,880	–	–	0.01%	105
2021 Q4	$26K	Hold	2,880	–	–	0.01%	106
2021 Q3	$23K	Hold	2,880	–	–	0.01%	101
2021 Q2	$24K	Buy	+2,880	New	+$26.9K	0.01%	108
2020 Q1	–	Sell	-2,000	Closed	-$27K	–	486
2019 Q4	$27K	Buy	+2,000	New	+$28.6K	0.01%	175
2019 Q2	$33K	Hold	2,995	–	–	0.01%	192
2019 Q1	$33K	Buy	2,995 +1,245	+71%	+$14.8K	0.01%	192
2018 Q4	$23K	Buy	+1,750	New	+$24.1K	0.01%	335

Other funds holding RTL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Lake Point Wealth Management's RTL Position: Q2 2022 in Review

Lake Point Wealth Management held its The Necessity Retail REIT, Inc. Class A Common Stock (RTL) position steady in Q2 2022 at 2,880 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #117.

Lake Point Wealth Management first reported a position in RTL in Q4 2018 and has held it in 9 quarters since. The position peaked at $33K in Q2 2019. 235 funds tracked by Wall St. Rank hold RTL as of Q2 2022.

Lake Point Wealth Management held 2,880 shares of The Necessity Retail REIT, Inc. Class A Common Stock worth $21K as of Q2 2022.
Lake Point Wealth Management left its The Necessity Retail REIT, Inc. Class A Common Stock share count unchanged in Q2 2022.
The Necessity Retail REIT, Inc. Class A Common Stock made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #117 holding.
Lake Point Wealth Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2018 and has held it in 9 quarters since.
Lake Point Wealth Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $33K in Q2 2019.
235 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.