CPFP
O icon

Clear Perspectives Financial Planning’s Realty Income O Stock Holding History

Clear Perspectives Financial Planning’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
Q4 		– Sell
-70
Closed -$4K – 255
2022
Q3 		$4K Hold
70
– – ﹤0.01% 175
2022
Q2 		$5K Hold
70
– – ﹤0.01% 179
2022
Q1 		$5K Buy
70
+1
+1% +$68 ﹤0.01% 184
2021
Q4 		$5K Sell
69
-2
-3% -$138 ﹤0.01% 194
2021
Q3 		$4K Buy
+71
New +$4.79K ﹤0.01% 185

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clear Perspectives Financial Planning's O Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of Realty Income (O) in Q4 2022, closing a stake of 70 shares — an estimated $4K sold.

Clear Perspectives Financial Planning first reported a position in O in Q3 2021 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 1,116 funds tracked by Wall St. Rank hold O as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining Realty Income position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 70 Realty Income shares in Q4 2022, an estimated $4K.
  • Clear Perspectives Financial Planning first reported a position in Realty Income in Q3 2021 and held it in 5 quarters.
  • Clear Perspectives Financial Planning's Realty Income position peaked at $5K in Q2 2022.
  • 1,116 funds tracked by Wall St. Rank held Realty Income as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.