DeDora Capital’s Realty Income O Stock Holding History

DeDora Capital’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 Q2	–	Sell	-541	Closed	-$37K	–	307
2022 Q1	$37K	Buy	+541	New	+$36.8K	0.02%	184

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

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

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

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

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

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

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

DeDora Capital's O Position: Q2 2022 in Review

DeDora Capital sold out of Realty Income (O) in Q2 2022, closing a stake of 541 shares — an estimated $37K sold.

DeDora Capital first reported a position in O in Q1 2022 and held it in 1 quarter. The position peaked at $37K in Q1 2022. 1,090 funds tracked by Wall St. Rank hold O as of Q2 2022.

DeDora Capital reported no remaining Realty Income position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 541 Realty Income shares in Q2 2022, an estimated $37K.
DeDora Capital first reported a position in Realty Income in Q1 2022 and held it in 1 quarter.
DeDora Capital's Realty Income position peaked at $37K in Q1 2022.
1,090 funds tracked by Wall St. Rank held Realty Income as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.