Larson Financial Group’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Larson Financial Group’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	-587	Closed	-$3.97K	–	1771
2023 Q2	$3.97K	Hold	587	–	–	﹤0.01%	1150
2023 Q1	$3.69K	Hold	587	–	–	﹤0.01%	1147
2022 Q4	$3.48K	Hold	587	–	–	﹤0.01%	1102
2022 Q3	$3K	Hold	587	–	–	﹤0.01%	1085
2022 Q2	$4K	Hold	587	–	–	﹤0.01%	929
2022 Q1	$5K	Hold	587	–	–	﹤0.01%	802
2021 Q4	$5K	Buy	+587	New	+$4.98K	﹤0.01%	833

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

Larson Financial Group's RTL Position: Q3 2023 in Review

Larson Financial Group sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 587 shares — an estimated $3.97K sold.

Larson Financial Group first reported a position in RTL in Q4 2021 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Larson Financial Group reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Larson Financial Group sold 587 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $3.97K.
Larson Financial Group first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2021 and held it in 7 quarters.
Larson Financial Group's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $5K in Q1 2022.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Larson Financial Group's 13F filing for Q3 2023, filed 3 Nov 2023.