CSat Investment Advisory’s Realty Income O Stock Holding History

CSat Investment Advisory’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
2021 Q1	$35K	Buy	576 +105	+22%	+$6.22K	0.03%	277
2020 Q4	$28K	Sell	471 -971	-67%	-$57.4K	0.03%	278
2020 Q3	$84K	Buy	1,442 +113	+9%	+$6.68K	0.01%	535
2020 Q2	$77K	Buy	1,329 +343	+35%	+$18.3K	0.01%	565
2020 Q1	$48K	Buy	986 +104	+12%	+$7.24K	0.01%	532
2019 Q4	$63K	Buy	882 +141	+19%	+$10.5K	0.02%	541
2019 Q3	$55K	Buy	741 +43	+6%	+$3.02K	0.02%	489
2019 Q2	$46K	Buy	698 +497	+247%	+$33.9K	0.02%	578
2019 Q1	$14K	Buy	201 +2	+1%	+$133	0.01%	380
2018 Q4	$12K	Sell	199 -20	-9%	-$1.19K	0.01%	386
2018 Q3	$12K	Sell	219 -2	-0.9%	-$110	0.01%	338
2018 Q2	$12K	Buy	+221	New	+$11.2K	0.01%	309

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CSat Investment Advisory's O Position: Q1 2021 in Review

CSat Investment Advisory increased its Realty Income (O) stake by 22% in Q1 2021, buying an estimated $6.22K and bringing the position to 576 shares worth $35K. The position accounts for 0.03% of the portfolio, ranked #277.

CSat Investment Advisory first reported a position in O in Q2 2018 and has held it in 12 quarters since. The position peaked at $84K in Q3 2020. 878 funds tracked by Wall St. Rank hold O as of Q1 2021.

CSat Investment Advisory held 576 shares of Realty Income worth $35K as of Q1 2021.
CSat Investment Advisory bought 105 Realty Income shares in Q1 2021, an estimated $6.22K.
Realty Income made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #277 holding.
CSat Investment Advisory first reported a position in Realty Income in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Realty Income position peaked at $84K in Q3 2020.
878 funds tracked by Wall St. Rank held Realty Income as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.