TRUE Private Wealth Advisors’s NNN REIT NNN Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-1,000	Closed	-$40K	–	534
2020 Q4	$40K	Hold	1,000	–	–	0.01%	375
2020 Q3	$34K	Hold	1,000	–	–	0.01%	369
2020 Q2	$35K	Hold	1,000	–	–	0.01%	355
2020 Q1	$32K	Hold	1,000	–	–	0.01%	332
2019 Q4	$53K	Buy	+1,000	New	+$55.6K	0.01%	361
2019 Q3	–	Sell	-1,000	Closed	-$53K	–	546
2019 Q2	$53K	Buy	+1,000	New	+$53.4K	0.01%	336

Other funds holding NNN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TRUE Private Wealth Advisors's NNN Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of NNN REIT (NNN) in Q1 2021, closing a stake of 1,000 shares — an estimated $40K sold.

TRUE Private Wealth Advisors first reported a position in NNN in Q2 2019 and held it in 6 quarters. The position peaked at $53K in Q4 2019. 379 funds tracked by Wall St. Rank hold NNN as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining NNN REIT position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,000 NNN REIT shares in Q1 2021, an estimated $40K.
TRUE Private Wealth Advisors first reported a position in NNN REIT in Q2 2019 and held it in 6 quarters.
TRUE Private Wealth Advisors's NNN REIT position peaked at $53K in Q4 2019.
379 funds tracked by Wall St. Rank held NNN REIT as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.