Campbell Wealth Management’s Realty Income O Stock Holding History

Campbell 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
2020 Q3	–	Sell	-903	Closed	-$52K	–	257
2020 Q2	$52K	Buy	+903	New	+$48.1K	0.01%	150

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Campbell Wealth Management's O Position: Q3 2020 in Review

Campbell Wealth Management sold out of Realty Income (O) in Q3 2020, closing a stake of 903 shares — an estimated $52K sold.

Campbell Wealth Management first reported a position in O in Q2 2020 and held it in 1 quarter. The position peaked at $52K in Q2 2020. 792 funds tracked by Wall St. Rank hold O as of Q3 2020.

Campbell Wealth Management reported no remaining Realty Income position as of Q3 2020 after selling out during the quarter.
Campbell Wealth Management sold 903 Realty Income shares in Q3 2020, an estimated $52K.
Campbell Wealth Management first reported a position in Realty Income in Q2 2020 and held it in 1 quarter.
Campbell Wealth Management's Realty Income position peaked at $52K in Q2 2020.
792 funds tracked by Wall St. Rank held Realty Income as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.