Spire Wealth Management’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Spire Wealth Management’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	-3,376	Closed	-$22.8K	–	2495
2023 Q2	$22.8K	Sell	3,376 -1,000	-23%	-$5.93K	﹤0.01%	1543
2023 Q1	$27.5K	Buy	4,376 +4,108	+1,533%	+$26.6K	﹤0.01%	1482
2022 Q4	$2K	Hold	268	–	–	﹤0.01%	2126
2022 Q3	$2K	Sell	268 -1,004	-79%	-$7.43K	﹤0.01%	2021
2022 Q2	$9K	Sell	1,272 -8,820	-87%	-$66.5K	﹤0.01%	1972
2022 Q1	$80K	Sell	10,092 -22,240	-69%	-$180K	﹤0.01%	1258
2021 Q4	$295K	Buy	32,332 +15,653	+94%	+$133K	0.01%	913
2021 Q3	$134K	Sell	16,679 -11,468	-41%	-$96.9K	﹤0.01%	1082
2021 Q2	$239K	Sell	28,147 -22,476	-44%	-$210K	0.01%	873
2021 Q1	$500K	Buy	+50,623	New	+$441K	0.01%	669

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

Spire Wealth Management's RTL Position: Q3 2023 in Review

Spire Wealth Management sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 3,376 shares — an estimated $22.8K sold.

Spire Wealth Management first reported a position in RTL in Q1 2021 and held it in 10 quarters. The position peaked at $500K in Q1 2021. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Spire Wealth Management reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Spire Wealth Management sold 3,376 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $22.8K.
Spire Wealth Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q1 2021 and held it in 10 quarters.
Spire Wealth Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $500K in Q1 2021.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.