AWM
O icon

Aviso Wealth Management’s Realty Income O Stock Holding History

Aviso 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
2024
Q4 		– Sell
-4,118
Closed -$261K – 150
2024
Q3 		$261K Sell
4,118
-3,172
-44% -$189K 0.14% 127
2024
Q2 		$385K Buy
7,290
+133
+2% +$7.1K 0.23% 94
2024
Q1 		$387K Buy
7,157
+566
+9% +$30.6K 0.24% 98
2023
Q4 		$378K Buy
+6,591
New +$346K 0.27% 90

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Aviso Wealth Management's O Position: Q4 2024 in Review

Aviso Wealth Management sold out of Realty Income (O) in Q4 2024, closing a stake of 4,118 shares — an estimated $261K sold.

Aviso Wealth Management first reported a position in O in Q4 2023 and held it in 4 quarters. The position peaked at $387K in Q1 2024. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • Aviso Wealth Management reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
  • Aviso Wealth Management sold 4,118 Realty Income shares in Q4 2024, an estimated $261K.
  • Aviso Wealth Management first reported a position in Realty Income in Q4 2023 and held it in 4 quarters.
  • Aviso Wealth Management's Realty Income position peaked at $387K in Q1 2024.
  • 1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Aviso Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.