Atlas Private Wealth Management’s Realty Income O Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-936	Closed	-$58K	–	294
2021 Q1	$58K	Buy	936 +84	+10%	+$4.97K	0.04%	174
2020 Q4	$51K	Buy	852 +10	+1%	+$591	0.04%	185
2020 Q3	$50K	Buy	842 +9	+1%	+$532	0.04%	186
2020 Q2	$48K	Buy	833 +7	+0.8%	+$373	0.04%	196
2020 Q1	$40K	Hold	826	–	–	0.04%	199
2019 Q4	$59K	Buy	+826	New	+$61.5K	0.05%	196

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

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

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

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atlas Private Wealth Management's O Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Realty Income (O) in Q2 2021, closing a stake of 936 shares — an estimated $58K sold.

Atlas Private Wealth Management first reported a position in O in Q4 2019 and held it in 6 quarters. The position peaked at $59K in Q4 2019. 929 funds tracked by Wall St. Rank hold O as of Q2 2021.

Atlas Private Wealth Management reported no remaining Realty Income position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 936 Realty Income shares in Q2 2021, an estimated $58K.
Atlas Private Wealth Management first reported a position in Realty Income in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Realty Income position peaked at $59K in Q4 2019.
929 funds tracked by Wall St. Rank held Realty Income as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.