Moisand Fitzgerald Tamayo’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Moisand Fitzgerald Tamayo’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	-4,760	Closed	-$32.2K	–	833
2023 Q2	$32.2K	Hold	4,760	–	–	0.01%	212
2023 Q1	$29.9K	Hold	4,760	–	–	0.01%	223
2022 Q4	$28.2K	Buy	+4,760	New	+$30.3K	0.01%	214

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

Moisand Fitzgerald Tamayo's RTL Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 4,760 shares — an estimated $32.2K sold.

Moisand Fitzgerald Tamayo first reported a position in RTL in Q4 2022 and held it in 3 quarters. The position peaked at $32.2K in Q2 2023. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Moisand Fitzgerald Tamayo reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 4,760 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $32.2K.
Moisand Fitzgerald Tamayo first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2022 and held it in 3 quarters.
Moisand Fitzgerald Tamayo's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $32.2K in Q2 2023.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.