PFWA
RTL

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

Paces Ferry 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
Q4 		– Sell
-26
Closed – – 1201
2020
Q3 		$0 Buy
+26
New +$184 ﹤0.01% 1282

Other funds holding RTL

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
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

Paces Ferry Wealth Advisors's RTL Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q4 2020, closing a stake of 26 shares.

Paces Ferry Wealth Advisors first reported a position in RTL in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 205 funds tracked by Wall St. Rank hold RTL as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 26 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q4 2020.
  • Paces Ferry Wealth Advisors first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $0 in Q3 2020.
  • 205 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.