Able Wealth Management’s Realty Income O Stock Holding History

Able Wealth Management’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-564	Closed	-$32.4K	–	421
2023 Q4	$32.4K	Buy	+564	New	+$29.6K	0.03%	163

Other funds holding O

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Able Wealth Management's O Position: Q1 2024 in Review

Able Wealth Management sold out of Realty Income (O) in Q1 2024, closing a stake of 564 shares — an estimated $32.4K sold.

Able Wealth Management first reported a position in O in Q4 2023 and held it in 1 quarter. The position peaked at $32.4K in Q4 2023. 1,189 funds tracked by Wall St. Rank hold O as of Q1 2024.

Able Wealth Management reported no remaining Realty Income position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 564 Realty Income shares in Q1 2024, an estimated $32.4K.
Able Wealth Management first reported a position in Realty Income in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Realty Income position peaked at $32.4K in Q4 2023.
1,189 funds tracked by Wall St. Rank held Realty Income as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.