EWA
O icon

Evolution Wealth Advisors’s Realty Income O Stock Holding History

Evolution Wealth Advisors’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
2020
Q1 		– Sell
-54
Closed -$4K – 548
2019
Q4 		$4K Buy
54
+4
+8% +$298 ﹤0.01% 457
2019
Q3 		$4K Hold
50
– – ﹤0.01% 322
2019
Q2 		$3K Buy
+50
New +$3.42K ﹤0.01% 358

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Evolution Wealth Advisors's O Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Realty Income (O) in Q1 2020, closing a stake of 54 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in O in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 763 funds tracked by Wall St. Rank hold O as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Realty Income position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 54 Realty Income shares in Q1 2020, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Realty Income in Q2 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's Realty Income position peaked at $4K in Q4 2019.
  • 763 funds tracked by Wall St. Rank held Realty Income as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.