Accel Wealth Management’s Realty Income O Stock Holding History

Accel 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
2023 Q2	–	Sell	-230	Closed	-$14.6K	–	633
2023 Q1	$14.6K	Hold	230	–	–	0.01%	790
2022 Q4	$14.6K	Sell	230 -733	-76%	-$45.5K	0.01%	622
2022 Q3	$58K	Buy	963 +5	+0.5%	+$345	0.03%	337
2022 Q2	$67K	Buy	958 +10	+1%	+$687	0.04%	300
2022 Q1	$67K	Buy	948 +8	+0.9%	+$544	0.03%	311
2021 Q4	$67K	Buy	+940	New	+$64.6K	0.03%	328

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

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

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

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Accel Wealth Management's O Position: Q2 2023 in Review

Accel Wealth Management sold out of Realty Income (O) in Q2 2023, closing a stake of 230 shares — an estimated $14.6K sold.

Accel Wealth Management first reported a position in O in Q4 2021 and held it in 6 quarters. The position peaked at $67K in Q2 2022. 1,097 funds tracked by Wall St. Rank hold O as of Q2 2023.

Accel Wealth Management reported no remaining Realty Income position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 230 Realty Income shares in Q2 2023, an estimated $14.6K.
Accel Wealth Management first reported a position in Realty Income in Q4 2021 and held it in 6 quarters.
Accel Wealth Management's Realty Income position peaked at $67K in Q2 2022.
1,097 funds tracked by Wall St. Rank held Realty Income as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.