Red Tortoise LLC’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Red Tortoise LLC’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	-290	Closed	-$1.96K	–	594
2023 Q2	$1.96K	Hold	290	–	–	﹤0.01%	464
2023 Q1	$1.82K	Hold	290	–	–	﹤0.01%	456
2022 Q4	$1.72K	Buy	+290	New	+$1.84K	﹤0.01%	497
2021 Q4	–	Sell	-290	Closed	-$2K	–	527
2021 Q3	$2K	Buy	+290	New	+$2.45K	﹤0.01%	484

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

Red Tortoise LLC's RTL Position: Q3 2023 in Review

Red Tortoise LLC sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 290 shares — an estimated $1.96K sold.

Red Tortoise LLC first reported a position in RTL in Q3 2021 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Red Tortoise LLC reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Red Tortoise LLC sold 290 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $1.96K.
Red Tortoise LLC first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2021 and held it in 4 quarters.
Red Tortoise LLC's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $2K in Q3 2021.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Red Tortoise LLC's 13F filing for Q3 2023, filed 2 Nov 2023.