Amplius Wealth Advisors’s Realty Income O Stock Holding History

Amplius Wealth 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
2022 Q1	–	Sell	-49	Closed	-$3K	–	668
2021 Q4	$3K	Buy	+49	New	+$3.37K	﹤0.01%	797

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

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

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

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

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

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

Amplius Wealth Advisors's O Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Realty Income (O) in Q1 2022, closing a stake of 49 shares — an estimated $3K sold.

Amplius Wealth Advisors first reported a position in O in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold O as of Q1 2022.

Amplius Wealth Advisors reported no remaining Realty Income position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 49 Realty Income shares in Q1 2022, an estimated $3K.
Amplius Wealth Advisors first reported a position in Realty Income in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Realty Income position peaked at $3K in Q4 2021.
1,099 funds tracked by Wall St. Rank held Realty Income as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.