EPG Wealth Management’s Realty Income O Stock Holding History

EPG Wealth Management’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	-3,151	Closed	-$218K	–	342
2022 Q1	$218K	Buy	+3,151	New	+$214K	0.08%	222
2020 Q2	–	Sell	-62	Closed	-$3K	–	569
2020 Q1	$3K	Buy	+62	New	+$4.32K	﹤0.01%	663

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

EPG Wealth Management's O Position: Q2 2022 in Review

EPG Wealth Management sold out of Realty Income (O) in Q2 2022, closing a stake of 3,151 shares — an estimated $218K sold.

EPG Wealth Management first reported a position in O in Q1 2020 and held it in 2 quarters. The position peaked at $218K in Q1 2022. 1,090 funds tracked by Wall St. Rank hold O as of Q2 2022.

EPG Wealth Management reported no remaining Realty Income position as of Q2 2022 after selling out during the quarter.
EPG Wealth Management sold 3,151 Realty Income shares in Q2 2022, an estimated $218K.
EPG Wealth Management first reported a position in Realty Income in Q1 2020 and held it in 2 quarters.
EPG Wealth Management's Realty Income position peaked at $218K in Q1 2022.
1,090 funds tracked by Wall St. Rank held Realty Income as of Q2 2022.

Based on EPG Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.