Atwater Malick’s Realty Income O Stock Holding History

Atwater Malick’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 Q3	–	Sell	-3,700	Closed	-$221K	–	64
2023 Q2	$221K	Buy	+3,700	New	+$226K	0.09%	63

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

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

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

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

Atwater Malick's O Position: Q3 2023 in Review

Atwater Malick sold out of Realty Income (O) in Q3 2023, closing a stake of 3,700 shares — an estimated $221K sold.

Atwater Malick first reported a position in O in Q2 2023 and held it in 1 quarter. The position peaked at $221K in Q2 2023. 1,063 funds tracked by Wall St. Rank hold O as of Q3 2023.

Atwater Malick reported no remaining Realty Income position as of Q3 2023 after selling out during the quarter.
Atwater Malick sold 3,700 Realty Income shares in Q3 2023, an estimated $221K.
Atwater Malick first reported a position in Realty Income in Q2 2023 and held it in 1 quarter.
Atwater Malick's Realty Income position peaked at $221K in Q2 2023.
1,063 funds tracked by Wall St. Rank held Realty Income as of Q3 2023.

Based on Atwater Malick's 13F filing for Q3 2023, filed 17 Oct 2023.