Core Wealth Advisors (Florida)’s Realty Income O Stock Holding History

Core Wealth Advisors (Florida)’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	-228	Closed	-$12.3K	–	181
2024 Q1	$12.3K	Hold	228	–	–	﹤0.01%	175
2023 Q4	$13.1K	Buy	228 +49	+27%	+$2.57K	﹤0.01%	166
2023 Q3	$8.94K	Hold	179	–	–	﹤0.01%	167
2023 Q2	$10.7K	Buy	179 +33	+23%	+$2.01K	﹤0.01%	149
2023 Q1	$9.24K	Sell	146 -140	-49%	-$9.07K	﹤0.01%	161
2022 Q4	$18.1K	Buy	286 +37	+15%	+$2.3K	0.01%	122
2022 Q3	$14K	Buy	+249	New	+$17.2K	0.01%	124

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

Core Wealth Advisors (Florida)'s O Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Realty Income (O) in Q2 2024, closing a stake of 228 shares — an estimated $12.3K sold.

Core Wealth Advisors (Florida) first reported a position in O in Q3 2022 and held it in 7 quarters. The position peaked at $18.1K in Q4 2022. 1,178 funds tracked by Wall St. Rank hold O as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Realty Income position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 228 Realty Income shares in Q2 2024, an estimated $12.3K.
Core Wealth Advisors (Florida) first reported a position in Realty Income in Q3 2022 and held it in 7 quarters.
Core Wealth Advisors (Florida)'s Realty Income position peaked at $18.1K in Q4 2022.
1,178 funds tracked by Wall St. Rank held Realty Income as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.