Accurate Wealth Management’s Realty Income O Stock Holding History

Accurate 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 Q3	–	Sell	-9,360	Closed	-$569K	–	290
2023 Q2	$569K	Sell	9,360 -19,112	-67%	-$1.17M	0.18%	122
2023 Q1	$1.78M	Buy	28,472 +3,753	+15%	+$243K	0.61%	37
2022 Q4	$1.59M	Sell	24,719 -21,390	-46%	-$1.33M	0.58%	38
2022 Q3	$2.65M	Buy	+46,109	New	+$3.18M	1.1%	26

Other funds holding O

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Accurate Wealth Management's O Position: Q3 2023 in Review

Accurate Wealth Management sold out of Realty Income (O) in Q3 2023, closing a stake of 9,360 shares — an estimated $569K sold.

Accurate Wealth Management first reported a position in O in Q3 2022 and held it in 4 quarters. The position peaked at $2.65M in Q3 2022. 1,062 funds tracked by Wall St. Rank hold O as of Q3 2023.

Accurate Wealth Management reported no remaining Realty Income position as of Q3 2023 after selling out during the quarter.
Accurate Wealth Management sold 9,360 Realty Income shares in Q3 2023, an estimated $569K.
Accurate Wealth Management first reported a position in Realty Income in Q3 2022 and held it in 4 quarters.
Accurate Wealth Management's Realty Income position peaked at $2.65M in Q3 2022.
1,062 funds tracked by Wall St. Rank held Realty Income as of Q3 2023.

Based on Accurate Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.