Bright Futures Wealth Management’s Realty Income O Stock Holding History

Bright Futures 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	-14,308	Closed	-$865K	–	194
2024 Q3	$865K	Buy	14,308 +3,387	+31%	+$202K	0.42%	76
2024 Q2	$648K	Buy	+10,921	New	+$583K	0.35%	85

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Norges Bank Oslo, Norway $935B AUM

Bright Futures Wealth Management's O Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Realty Income (O) in Q4 2024, closing a stake of 14,308 shares — an estimated $865K sold.

Bright Futures Wealth Management first reported a position in O in Q2 2024 and held it in 2 quarters. The position peaked at $865K in Q3 2024. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

Bright Futures Wealth Management reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
Bright Futures Wealth Management sold 14,308 Realty Income shares in Q4 2024, an estimated $865K.
Bright Futures Wealth Management first reported a position in Realty Income in Q2 2024 and held it in 2 quarters.
Bright Futures Wealth Management's Realty Income position peaked at $865K in Q3 2024.
1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.