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Selective Wealth Management’s NNN REIT NNN Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-1,065
Closed -$42K – 517
2022
Q3 		$42K Hold
1,065
– – 0.02% 313
2022
Q2 		$46K Hold
1,065
– – 0.02% 332
2022
Q1 		$48K Hold
1,065
– – 0.02% 306
2021
Q4 		$51K Hold
1,065
– – 0.02% 270
2021
Q3 		$46K Buy
+1,065
New +$50.1K 0.02% 264

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Selective Wealth Management's NNN Position: Q4 2022 in Review

Selective Wealth Management sold out of NNN REIT (NNN) in Q4 2022, closing a stake of 1,065 shares — an estimated $42K sold.

Selective Wealth Management first reported a position in NNN in Q3 2021 and held it in 5 quarters. The position peaked at $51K in Q4 2021. 430 funds tracked by Wall St. Rank hold NNN as of Q4 2022.

  • Selective Wealth Management reported no remaining NNN REIT position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,065 NNN REIT shares in Q4 2022, an estimated $42K.
  • Selective Wealth Management first reported a position in NNN REIT in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's NNN REIT position peaked at $51K in Q4 2021.
  • 430 funds tracked by Wall St. Rank held NNN REIT as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.