Catalyst Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
Other funds holding O
Catalyst Wealth Management's O Position: Q1 2023 in Review
Catalyst Wealth Management reduced its Realty Income (O) stake by 15% in Q1 2023, selling an estimated $44.2K and leaving 3,870 shares worth $245K. The position accounts for 0.23% of the portfolio, ranked #109.
Catalyst Wealth Management first reported a position in O in Q4 2022 and has held it in 2 quarters since. The position peaked at $289K in Q4 2022. 1,114 funds tracked by Wall St. Rank hold O as of Q1 2023.
- Catalyst Wealth Management held 3,870 shares of Realty Income worth $245K as of Q1 2023.
- Catalyst Wealth Management sold 682 Realty Income shares in Q1 2023, an estimated $44.2K.
- Realty Income made up 0.23% of Catalyst Wealth Management's portfolio in Q1 2023, its #109 holding.
- Catalyst Wealth Management first reported a position in Realty Income in Q4 2022 and has held it in 2 quarters since.
- Catalyst Wealth Management's Realty Income position peaked at $289K in Q4 2022.
- 1,114 funds tracked by Wall St. Rank held Realty Income as of Q1 2023.
Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.