Carl Stuart Investment Advisor’s Realty Income O Stock Holding History

Carl Stuart Investment Advisor’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	-796	Closed	-$552K	–	74
2022 Q1	$552K	Buy	+796	New	+$54.1K	0.04%	64

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Carl Stuart Investment Advisor's O Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Realty Income (O) in Q2 2022, closing a stake of 796 shares — an estimated $552K sold.

Carl Stuart Investment Advisor first reported a position in O in Q1 2022 and held it in 1 quarter. The position peaked at $552K in Q1 2022. 1,090 funds tracked by Wall St. Rank hold O as of Q2 2022.

Carl Stuart Investment Advisor reported no remaining Realty Income position as of Q2 2022 after selling out during the quarter.
Carl Stuart Investment Advisor sold 796 Realty Income shares in Q2 2022, an estimated $552K.
Carl Stuart Investment Advisor first reported a position in Realty Income in Q1 2022 and held it in 1 quarter.
Carl Stuart Investment Advisor's Realty Income position peaked at $552K in Q1 2022.
1,090 funds tracked by Wall St. Rank held Realty Income as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.