CWA
O icon

Clearview Wealth Advisors’s Realty Income O Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-1,556
Closed -$93K – 450
2023
Q2 		$93K Sell
1,556
-239
-13% -$14.6K 0.09% 147
2023
Q1 		$114K Buy
1,795
+9
+0.5% +$583 0.12% 136
2022
Q4 		$113K Buy
1,786
+50
+3% +$3.1K 0.09% 107
2022
Q3 		$101K Buy
1,736
+8
+0.5% +$552 0.08% 112
2022
Q2 		$118K Sell
1,728
-71
-4% -$4.88K 0.09% 109
2022
Q1 		$125K Sell
1,799
-434
-19% -$29.5K 0.08% 119
2021
Q4 		$160K Buy
2,233
+144
+7% +$9.9K 0.1% 119
2021
Q3 		$131K Buy
2,089
+281
+16% +$19K 0.08% 138
2021
Q2 		$117K Buy
1,808
+473
+35% +$31.1K 0.07% 144
2021
Q1 		$82K Buy
1,335
+570
+75% +$33.8K 0.05% 183
2020
Q4 		$46K Buy
+765
New +$45.2K 0.03% 204

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clearview Wealth Advisors's O Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Realty Income (O) in Q3 2023, closing a stake of 1,556 shares — an estimated $93K sold.

Clearview Wealth Advisors first reported a position in O in Q4 2020 and held it in 11 quarters. The position peaked at $160K in Q4 2021. 1,062 funds tracked by Wall St. Rank hold O as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Realty Income position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,556 Realty Income shares in Q3 2023, an estimated $93K.
  • Clearview Wealth Advisors first reported a position in Realty Income in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Realty Income position peaked at $160K in Q4 2021.
  • 1,062 funds tracked by Wall St. Rank held Realty Income as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.