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

Sowell Financial Services’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
2021 Q2	–	Sell	-1,400	Closed	-$14K	–	2972
2021 Q1	$14K	Buy	1,400 +62	+5%	+$540	﹤0.01%	2205
2020 Q4	$10K	Buy	1,338 +122	+10%	+$859	﹤0.01%	2034
2020 Q3	$8K	Buy	1,216 +35	+3%	+$248	﹤0.01%	1892
2020 Q2	$9K	Buy	1,181 +35	+3%	+$257	﹤0.01%	1747
2020 Q1	$7K	Sell	1,146 -162	-12%	-$1.8K	﹤0.01%	1744
2019 Q4	$17K	Sell	1,308 -1,215	-48%	-$17.4K	﹤0.01%	1500
2019 Q3	$35K	Buy	+2,523	New	+$30.7K	﹤0.01%	1106

Other funds holding RTL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Sowell Financial Services's RTL Position: Q2 2021 in Review

Sowell Financial Services sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q2 2021, closing a stake of 1,400 shares — an estimated $14K sold.

Sowell Financial Services first reported a position in RTL in Q3 2019 and held it in 7 quarters. The position peaked at $35K in Q3 2019. 236 funds tracked by Wall St. Rank hold RTL as of Q2 2021.

Sowell Financial Services reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,400 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q2 2021, an estimated $14K.
Sowell Financial Services first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $35K in Q3 2019.
236 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.