Argent Advisors’s Realty Income O Stock Holding History

Argent 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
2024 Q2	–	Sell	-4,024	Closed	-$218K	–	138
2024 Q1	$218K	Buy	+4,024	New	+$218K	0.09%	128
2020 Q1	–	Sell	-1,574	Closed	-$112K	–	381
2019 Q4	$112K	Buy	+1,574	New	+$117K	0.08%	145

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Argent Advisors's O Position: Q2 2024 in Review

Argent Advisors sold out of Realty Income (O) in Q2 2024, closing a stake of 4,024 shares — an estimated $218K sold.

Argent Advisors first reported a position in O in Q4 2019 and held it in 2 quarters. The position peaked at $218K in Q1 2024. 1,178 funds tracked by Wall St. Rank hold O as of Q2 2024.

Argent Advisors reported no remaining Realty Income position as of Q2 2024 after selling out during the quarter.
Argent Advisors sold 4,024 Realty Income shares in Q2 2024, an estimated $218K.
Argent Advisors first reported a position in Realty Income in Q4 2019 and held it in 2 quarters.
Argent Advisors's Realty Income position peaked at $218K in Q1 2024.
1,178 funds tracked by Wall St. Rank held Realty Income as of Q2 2024.

Based on Argent Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.