Financial Engines Advisors’s Realty Income O Stock Holding History

Financial Engines 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
2021 Q4	–	Sell	-10,617	Closed	-$669K	–	295
2021 Q3	$669K	Sell	10,617 -4,474	-30%	-$302K	﹤0.01%	139
2021 Q2	$979K	Sell	15,091 -1,447	-9%	-$95.1K	﹤0.01%	103
2021 Q1	$1.02M	Buy	16,538 +965	+6%	+$57.2K	﹤0.01%	116
2020 Q4	$942K	Buy	15,573 +288	+2%	+$17K	﹤0.01%	113
2020 Q3	$903K	Buy	+15,285	New	+$904K	﹤0.01%	114

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

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

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

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

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

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

Financial Engines Advisors's O Position: Q4 2021 in Review

Financial Engines Advisors sold out of Realty Income (O) in Q4 2021, closing a stake of 10,617 shares — an estimated $669K sold.

Financial Engines Advisors first reported a position in O in Q3 2020 and held it in 5 quarters. The position peaked at $1.02M in Q1 2021. 1,105 funds tracked by Wall St. Rank hold O as of Q4 2021.

Financial Engines Advisors reported no remaining Realty Income position as of Q4 2021 after selling out during the quarter.
Financial Engines Advisors sold 10,617 Realty Income shares in Q4 2021, an estimated $669K.
Financial Engines Advisors first reported a position in Realty Income in Q3 2020 and held it in 5 quarters.
Financial Engines Advisors's Realty Income position peaked at $1.02M in Q1 2021.
1,105 funds tracked by Wall St. Rank held Realty Income as of Q4 2021.

Based on Financial Engines Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.