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Resurgent Financial Advisors’s NNN REIT NNN Stock Holding History

Resurgent Financial Advisors’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-484
Closed -$20.9K – 383
2023
Q4 		$20.9K Sell
484
-445
-48% -$17.2K 0.01% 486
2023
Q3 		$32.8K Buy
929
+35
+4% +$1.4K 0.02% 397
2023
Q2 		$38.3K Hold
894
– – 0.03% 371
2023
Q1 		$39.5K Hold
894
– – 0.03% 371
2022
Q4 		$40.9K Buy
+894
New +$38.9K 0.02% 470

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Resurgent Financial Advisors's NNN Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of NNN REIT (NNN) in Q1 2024, closing a stake of 484 shares — an estimated $20.9K sold.

Resurgent Financial Advisors first reported a position in NNN in Q4 2022 and held it in 5 quarters. The position peaked at $40.9K in Q4 2022. 449 funds tracked by Wall St. Rank hold NNN as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining NNN REIT position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 484 NNN REIT shares in Q1 2024, an estimated $20.9K.
  • Resurgent Financial Advisors first reported a position in NNN REIT in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's NNN REIT position peaked at $40.9K in Q4 2022.
  • 449 funds tracked by Wall St. Rank held NNN REIT as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.