CSIA
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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 -$55.2K – 74
2022
Q1 		$55.2K Buy
+796
New +$54.1K 0.04% 64

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $55.2K sold.

Carl Stuart Investment Advisor first reported a position in O in Q1 2022 and held it in 1 quarter. The position peaked at $55.2K in Q1 2022. 1,089 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 $55.2K.
  • 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 $55.2K in Q1 2022.
  • 1,089 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.