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Ten Capital Wealth Advisors’s NNN REIT NNN Stock Holding History

Ten Capital Wealth Advisors’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
-194
Closed -$8K – 633
2022
Q3 		$8K Buy
+194
New +$8.75K ﹤0.01% 342

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 $2.9T AUM 29.55% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ten Capital Wealth Advisors's NNN Position: Q4 2022 in Review

Ten Capital Wealth Advisors sold out of NNN REIT (NNN) in Q4 2022, closing a stake of 194 shares — an estimated $8K sold.

Ten Capital Wealth Advisors first reported a position in NNN in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 430 funds tracked by Wall St. Rank hold NNN as of Q4 2022.

  • Ten Capital Wealth Advisors reported no remaining NNN REIT position as of Q4 2022 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 194 NNN REIT shares in Q4 2022, an estimated $8K.
  • Ten Capital Wealth Advisors first reported a position in NNN REIT in Q3 2022 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's NNN REIT position peaked at $8K in Q3 2022.
  • 430 funds tracked by Wall St. Rank held NNN REIT as of Q4 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.