Buck Wealth Strategies’s Realty Income O Stock Holding History

Buck Wealth Strategies’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
2023 Q4	–	Sell	-95	Closed	-$4.74K	–	268
2023 Q3	$4.74K	Buy	95 +85	+850%	+$4.89K	﹤0.01%	241
2023 Q2	$598	Buy	+10	New	+$610	﹤0.01%	261

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Buck Wealth Strategies's O Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Realty Income (O) in Q4 2023, closing a stake of 95 shares — an estimated $4.74K sold.

Buck Wealth Strategies first reported a position in O in Q2 2023 and held it in 2 quarters. The position peaked at $4.74K in Q3 2023. 1,154 funds tracked by Wall St. Rank hold O as of Q4 2023.

Buck Wealth Strategies reported no remaining Realty Income position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 95 Realty Income shares in Q4 2023, an estimated $4.74K.
Buck Wealth Strategies first reported a position in Realty Income in Q2 2023 and held it in 2 quarters.
Buck Wealth Strategies's Realty Income position peaked at $4.74K in Q3 2023.
1,154 funds tracked by Wall St. Rank held Realty Income as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.