Clear Point Advisors’s Realty Income O Stock Holding History

Clear Point 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 Q2	–	Sell	-5	Closed	-$288	–	584
2024 Q1	$288	Hold	5	–	–	﹤0.01%	517
2023 Q4	$301	Buy	+5	New	+$262	﹤0.01%	504

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clear Point Advisors's O Position: Q2 2024 in Review

Clear Point Advisors sold out of Realty Income (O) in Q2 2024, closing a stake of 5 shares — an estimated $288 sold.

Clear Point Advisors first reported a position in O in Q4 2023 and held it in 2 quarters. The position peaked at $301 in Q4 2023. 1,178 funds tracked by Wall St. Rank hold O as of Q2 2024.

Clear Point Advisors reported no remaining Realty Income position as of Q2 2024 after selling out during the quarter.
Clear Point Advisors sold 5 Realty Income shares in Q2 2024, an estimated $288.
Clear Point Advisors first reported a position in Realty Income in Q4 2023 and held it in 2 quarters.
Clear Point Advisors's Realty Income position peaked at $301 in Q4 2023.
1,178 funds tracked by Wall St. Rank held Realty Income as of Q2 2024.

Based on Clear Point Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.