RFS
RTL

Retirement Financial Solutions’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-1,750
Closed -$10.4K – 278
2022
Q4 		$10.4K Buy
+1,750
New +$11.1K 0.01% 137

Other funds holding RTL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Financial Solutions's RTL Position: Q1 2023 in Review

Retirement Financial Solutions sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q1 2023, closing a stake of 1,750 shares — an estimated $10.4K sold.

Retirement Financial Solutions first reported a position in RTL in Q4 2022 and held it in 1 quarter. The position peaked at $10.4K in Q4 2022. 252 funds tracked by Wall St. Rank hold RTL as of Q1 2023.

  • Retirement Financial Solutions reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 1,750 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q1 2023, an estimated $10.4K.
  • Retirement Financial Solutions first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $10.4K in Q4 2022.
  • 252 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.