Bell & Brown Wealth Advisors’s Realty Income O Stock Holding History

Bell & Brown Wealth Advisors’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
2020 Q1	–	Sell	-3,044	Closed	-$225K	–	78
2019 Q4	$225K	Hold	3,044	–	–	0.17%	76
2019 Q3	$226K	Hold	3,044	–	–	0.19%	75
2019 Q2	$203K	Hold	3,044	–	–	0.18%	77
2019 Q1	$217K	Buy	+3,044	New	+$202K	0.2%	77

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bell & Brown Wealth Advisors's O Position: Q1 2020 in Review

Bell & Brown Wealth Advisors sold out of Realty Income (O) in Q1 2020, closing a stake of 3,044 shares — an estimated $225K sold.

Bell & Brown Wealth Advisors first reported a position in O in Q1 2019 and held it in 4 quarters. The position peaked at $226K in Q3 2019. 763 funds tracked by Wall St. Rank hold O as of Q1 2020.

Bell & Brown Wealth Advisors reported no remaining Realty Income position as of Q1 2020 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 3,044 Realty Income shares in Q1 2020, an estimated $225K.
Bell & Brown Wealth Advisors first reported a position in Realty Income in Q1 2019 and held it in 4 quarters.
Bell & Brown Wealth Advisors's Realty Income position peaked at $226K in Q3 2019.
763 funds tracked by Wall St. Rank held Realty Income as of Q1 2020.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2020, filed 11 May 2020.