Authentikos Wealth Advisory’s Realty Income O Stock Holding History

Authentikos Wealth Advisory’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 Q4	–	Sell	-31	Closed	-$1.55K	–	407
2023 Q3	$1.55K	Buy	+31	New	+$1.78K	﹤0.01%	465

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Authentikos Wealth Advisory's O Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Realty Income (O) in Q4 2023, closing a stake of 31 shares — an estimated $1.55K sold.

Authentikos Wealth Advisory first reported a position in O in Q3 2023 and held it in 1 quarter. The position peaked at $1.55K in Q3 2023. 1,154 funds tracked by Wall St. Rank hold O as of Q4 2023.

Authentikos Wealth Advisory reported no remaining Realty Income position as of Q4 2023 after selling out during the quarter.
Authentikos Wealth Advisory sold 31 Realty Income shares in Q4 2023, an estimated $1.55K.
Authentikos Wealth Advisory first reported a position in Realty Income in Q3 2023 and held it in 1 quarter.
Authentikos Wealth Advisory's Realty Income position peaked at $1.55K in Q3 2023.
1,154 funds tracked by Wall St. Rank held Realty Income as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.