Wealthcare Advisory Partners’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Wealthcare Advisory Partners’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
2022 Q1	–	Sell	-12,663	Closed	-$116K	–	603
2021 Q4	$116K	Hold	12,663	–	–	0.01%	564
2021 Q3	$102K	Hold	12,663	–	–	0.01%	536
2021 Q2	$107K	Hold	12,663	–	–	0.01%	542
2021 Q1	$124K	Buy	12,663 +1,748	+16%	+$15.2K	0.01%	609
2020 Q4	$81K	Buy	+10,915	New	+$76.8K	0.01%	425

Other funds holding RTL

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthcare Advisory Partners's RTL Position: Q1 2022 in Review

Wealthcare Advisory Partners sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q1 2022, closing a stake of 12,663 shares — an estimated $116K sold.

Wealthcare Advisory Partners first reported a position in RTL in Q4 2020 and held it in 5 quarters. The position peaked at $124K in Q1 2021. 249 funds tracked by Wall St. Rank hold RTL as of Q1 2022.

Wealthcare Advisory Partners reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 12,663 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q1 2022, an estimated $116K.
Wealthcare Advisory Partners first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2020 and held it in 5 quarters.
Wealthcare Advisory Partners's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $124K in Q1 2021.
249 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q1 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2022, filed 15 Apr 2022.