Avantax Planning Partners’s Realty Income O Stock Holding History

Avantax Planning Partners’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
2022 Q1	–	Sell	-2,923	Closed	-$209K	–	375
2021 Q4	$209K	Buy	+2,923	New	+$201K	0.01%	330
2020 Q1	–	Sell	-3,197	Closed	-$228K	–	302
2019 Q4	$228K	Sell	3,197 -66	-2%	-$4.92K	0.01%	271
2019 Q3	$242K	Sell	3,263 -227	-7%	-$15.9K	0.01%	268
2019 Q2	$237K	Buy	3,490 +66	+2%	+$4.51K	0.02%	265
2019 Q1	$244K	Sell	3,424 -847	-20%	-$56.1K	0.02%	258
2018 Q4	$261K	Buy	4,271 +4,031	+1,680%	+$241K	0.02%	215
2018 Q3	$13K	Buy	+240	New	+$13.2K	﹤0.01%	816
2018 Q2	–	Sell	-4,358	Closed	-$218K	–	1068
2018 Q1	$218K	Sell	4,358 -447	-9%	-$22.3K	0.02%	280
2017 Q4	$265K	Sell	4,805 -469	-9%	-$25.4K	0.02%	242
2017 Q3	$292K	Buy	5,274 +96	+2%	+$5.33K	0.02%	278
2017 Q2	$277K	Sell	5,178 -37	-0.7%	-$2.05K	0.02%	268
2017 Q1	$301K	Sell	5,215 -190	-4%	-$11K	0.03%	239
2016 Q4	$301K	Buy	+5,405	New	+$303K	0.03%	227

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

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

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

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

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

Avantax Planning Partners's O Position: Q1 2022 in Review

Avantax Planning Partners sold out of Realty Income (O) in Q1 2022, closing a stake of 2,923 shares — an estimated $209K sold.

Avantax Planning Partners first reported a position in O in Q4 2016 and held it in 13 quarters. The position peaked at $301K in Q1 2017. 1,099 funds tracked by Wall St. Rank hold O as of Q1 2022.

Avantax Planning Partners reported no remaining Realty Income position as of Q1 2022 after selling out during the quarter.
Avantax Planning Partners sold 2,923 Realty Income shares in Q1 2022, an estimated $209K.
Avantax Planning Partners first reported a position in Realty Income in Q4 2016 and held it in 13 quarters.
Avantax Planning Partners's Realty Income position peaked at $301K in Q1 2017.
1,099 funds tracked by Wall St. Rank held Realty Income as of Q1 2022.

Based on Avantax Planning Partners's 13F filing for Q1 2022, filed 9 May 2022.