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SYSTM Wealth Solutions’s NNN REIT NNN Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-741
Closed -$31.6K – 448
2024
Q2 		$31.6K Buy
741
+178
+32% +$7.41K 0.01% 313
2024
Q1 		$24.1K Buy
+563
New +$23.4K ﹤0.01% 672

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SYSTM Wealth Solutions's NNN Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of NNN REIT (NNN) in Q3 2024, closing a stake of 741 shares — an estimated $31.6K sold.

SYSTM Wealth Solutions first reported a position in NNN in Q1 2024 and held it in 2 quarters. The position peaked at $31.6K in Q2 2024. 498 funds tracked by Wall St. Rank hold NNN as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining NNN REIT position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 741 NNN REIT shares in Q3 2024, an estimated $31.6K.
  • SYSTM Wealth Solutions first reported a position in NNN REIT in Q1 2024 and held it in 2 quarters.
  • SYSTM Wealth Solutions's NNN REIT position peaked at $31.6K in Q2 2024.
  • 498 funds tracked by Wall St. Rank held NNN REIT as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.