Atlas Capital Advisors’s Realty Income O Stock Holding History

Atlas Capital 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	-27	Closed	-$1.71K	–	913
2023 Q1	$1.71K	Hold	27	–	–	﹤0.01%	843
2022 Q4	$1.71K	Hold	27	–	–	﹤0.01%	840
2022 Q3	$1.57K	Sell	27 -22	-45%	-$1.52K	﹤0.01%	844
2022 Q2	$3.34K	Buy	+49	New	+$3.37K	﹤0.01%	882
2020 Q1	–	Sell	-100	Closed	-$7.14K	–	696
2019 Q4	$7.14K	Hold	100	–	–	﹤0.01%	600
2019 Q3	$7.44K	Hold	100	–	–	﹤0.01%	591
2019 Q2	$6.69K	Buy	+100	New	+$6.83K	﹤0.01%	612

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

Atlas Capital Advisors's O Position: Q2 2023 in Review

Atlas Capital Advisors sold out of Realty Income (O) in Q2 2023, closing a stake of 27 shares — an estimated $1.71K sold.

Atlas Capital Advisors first reported a position in O in Q2 2019 and held it in 7 quarters. The position peaked at $7.44K in Q3 2019. 1,097 funds tracked by Wall St. Rank hold O as of Q2 2023.

Atlas Capital Advisors reported no remaining Realty Income position as of Q2 2023 after selling out during the quarter.
Atlas Capital Advisors sold 27 Realty Income shares in Q2 2023, an estimated $1.71K.
Atlas Capital Advisors first reported a position in Realty Income in Q2 2019 and held it in 7 quarters.
Atlas Capital Advisors's Realty Income position peaked at $7.44K in Q3 2019.
1,097 funds tracked by Wall St. Rank held Realty Income as of Q2 2023.

Based on Atlas Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.