Destiny Wealth Partners’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Destiny Wealth Partners’s Portfolio RQI Stock Details RQI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-300	Closed	-$3.45K	–	541
2022 Q4	$3.45K	Hold	300	–	–	﹤0.01%	595
2022 Q3	$3K	Hold	300	–	–	﹤0.01%	525
2022 Q2	$4K	Sell	300 -200	-40%	-$2.94K	﹤0.01%	531
2022 Q1	$8K	Buy	+500	New	+$8.09K	﹤0.01%	445

Other funds holding RQI

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Destiny Wealth Partners's RQI Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Cohen & Steers Quality Income Realty Fund (RQI) in Q1 2023, closing a stake of 300 shares — an estimated $3.45K sold.

Destiny Wealth Partners first reported a position in RQI in Q1 2022 and held it in 4 quarters. The position peaked at $8K in Q1 2022. 185 funds tracked by Wall St. Rank hold RQI as of Q1 2023.

Destiny Wealth Partners reported no remaining Cohen & Steers Quality Income Realty Fund position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 300 Cohen & Steers Quality Income Realty Fund shares in Q1 2023, an estimated $3.45K.
Destiny Wealth Partners first reported a position in Cohen & Steers Quality Income Realty Fund in Q1 2022 and held it in 4 quarters.
Destiny Wealth Partners's Cohen & Steers Quality Income Realty Fund position peaked at $8K in Q1 2022.
185 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.