CDIA
O icon

Capital Directions Investment Advisors’s Realty Income O Stock Holding History

Capital Directions Investment 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
2022
Q2 		– Sell
-53
Closed -$4K – 267
2022
Q1 		$4K Buy
+53
New +$3.6K ﹤0.01% 254

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Directions Investment Advisors's O Position: Q2 2022 in Review

Capital Directions Investment Advisors sold out of Realty Income (O) in Q2 2022, closing a stake of 53 shares — an estimated $4K sold.

Capital Directions Investment Advisors first reported a position in O in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 1,091 funds tracked by Wall St. Rank hold O as of Q2 2022.

  • Capital Directions Investment Advisors reported no remaining Realty Income position as of Q2 2022 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 53 Realty Income shares in Q2 2022, an estimated $4K.
  • Capital Directions Investment Advisors first reported a position in Realty Income in Q1 2022 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Realty Income position peaked at $4K in Q1 2022.
  • 1,091 funds tracked by Wall St. Rank held Realty Income as of Q2 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.