Claraphi Advisory Network’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-8,174
Closed -$476K 201
2022
Q3
$476K Sell
8,174
-55
-0.7% -$3.79K 0.26% 106
2022
Q2
$562K Sell
8,229
-42
-0.5% -$2.88K 0.2% 122
2022
Q1
$573K Sell
8,271
-14
-0.2% -$952 0.17% 133
2021
Q4
$593K Buy
+8,285
New +$570K 0.21% 127

Other funds holding O

Claraphi Advisory Network's O Position: Q4 2022 in Review

Claraphi Advisory Network sold out of Realty Income (O) in Q4 2022, closing a stake of 8,174 shares — an estimated $476K sold.

Claraphi Advisory Network first reported a position in O in Q4 2021 and held it in 4 quarters. The position peaked at $593K in Q4 2021. 1,117 funds tracked by Wall St. Rank hold O as of Q4 2022.

  • Claraphi Advisory Network reported no remaining Realty Income position as of Q4 2022 after selling out during the quarter.
  • Claraphi Advisory Network sold 8,174 Realty Income shares in Q4 2022, an estimated $476K.
  • Claraphi Advisory Network first reported a position in Realty Income in Q4 2021 and held it in 4 quarters.
  • Claraphi Advisory Network's Realty Income position peaked at $593K in Q4 2021.
  • 1,117 funds tracked by Wall St. Rank held Realty Income as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.