CMA
O icon

Cedar Mountain Advisors’s Realty Income O Stock Holding History

Cedar Mountain 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
2024
Q4 		– Sell
-99
Closed -$6.28K – 382
2024
Q3 		$6.28K Buy
+99
New +$5.89K ﹤0.01% 228
2020
Q3 		– Sell
-68
Closed -$4K – 268
2020
Q2 		$4K Hold
68
– – ﹤0.01% 192
2020
Q1 		$3K Hold
68
– – ﹤0.01% 187
2019
Q4 		$5K Buy
+68
New +$5.07K ﹤0.01% 175

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cedar Mountain Advisors's O Position: Q4 2024 in Review

Cedar Mountain Advisors sold out of Realty Income (O) in Q4 2024, closing a stake of 99 shares — an estimated $6.28K sold.

Cedar Mountain Advisors first reported a position in O in Q4 2019 and held it in 4 quarters. The position peaked at $6.28K in Q3 2024. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • Cedar Mountain Advisors reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
  • Cedar Mountain Advisors sold 99 Realty Income shares in Q4 2024, an estimated $6.28K.
  • Cedar Mountain Advisors first reported a position in Realty Income in Q4 2019 and held it in 4 quarters.
  • Cedar Mountain Advisors's Realty Income position peaked at $6.28K in Q3 2024.
  • 1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Cedar Mountain Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.