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

Outlook 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
2020 Q3	–	Sell	-31,118	Closed	-$247K	–	176
2020 Q2	$247K	Hold	31,118	–	–	0.1%	149
2020 Q1	$194K	Hold	31,118	–	–	0.11%	148
2019 Q4	$413K	Hold	31,118	–	–	0.23%	87
2019 Q3	$434K	Hold	31,118	–	–	0.26%	90
2019 Q2	$339K	Hold	31,118	–	–	0.22%	115
2019 Q1	$336K	Buy	31,118 +28,774	+1,228%	+$342K	0.28%	96
2018 Q4	$312K	Buy	+2,344	New	+$32.2K	0.14%	149

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PFC

Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return

Outlook Wealth Advisors's RTL Position: Q3 2020 in Review

Outlook Wealth Advisors sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2020, closing a stake of 31,118 shares — an estimated $247K sold.

Outlook Wealth Advisors first reported a position in RTL in Q4 2018 and held it in 7 quarters. The position peaked at $434K in Q3 2019. 191 funds tracked by Wall St. Rank hold RTL as of Q3 2020.

Outlook Wealth Advisors reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2020 after selling out during the quarter.
Outlook Wealth Advisors sold 31,118 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2020, an estimated $247K.
Outlook Wealth Advisors first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2018 and held it in 7 quarters.
Outlook Wealth Advisors's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $434K in Q3 2019.
191 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2020.

Based on Outlook Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.