All Season Financial Advisors’s Realty Income O Stock Holding History

All Season Financial Advisors’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	-5,676	Closed	-$359K	–	118
2023 Q1	$359K	Buy	+5,676	New	+$368K	0.33%	81

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

All Season Financial Advisors's O Position: Q2 2023 in Review

All Season Financial Advisors sold out of Realty Income (O) in Q2 2023, closing a stake of 5,676 shares — an estimated $359K sold.

All Season Financial Advisors first reported a position in O in Q1 2023 and held it in 1 quarter. The position peaked at $359K in Q1 2023. 1,097 funds tracked by Wall St. Rank hold O as of Q2 2023.

All Season Financial Advisors reported no remaining Realty Income position as of Q2 2023 after selling out during the quarter.
All Season Financial Advisors sold 5,676 Realty Income shares in Q2 2023, an estimated $359K.
All Season Financial Advisors first reported a position in Realty Income in Q1 2023 and held it in 1 quarter.
All Season Financial Advisors's Realty Income position peaked at $359K in Q1 2023.
1,097 funds tracked by Wall St. Rank held Realty Income as of Q2 2023.

Based on All Season Financial Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.