Blue Bell Private Wealth Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-332
Closed -$23K 806
2022
Q2
$23K Hold
332
0.01% 294
2022
Q1
$23K Buy
+332
New +$22.6K 0.01% 303

Other funds holding O

Blue Bell Private Wealth Management's O Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of Realty Income (O) in Q3 2022, closing a stake of 332 shares — an estimated $23K sold.

Blue Bell Private Wealth Management first reported a position in O in Q1 2022 and held it in 2 quarters. The position peaked at $23K in Q2 2022. 1,075 funds tracked by Wall St. Rank hold O as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining Realty Income position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 332 Realty Income shares in Q3 2022, an estimated $23K.
  • Blue Bell Private Wealth Management first reported a position in Realty Income in Q1 2022 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's Realty Income position peaked at $23K in Q2 2022.
  • 1,075 funds tracked by Wall St. Rank held Realty Income as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.