FEG
O icon

Financial Enhancement Group’s Realty Income O Stock Holding History

Financial Enhancement Group’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
-49
Closed -$3K – 294
2021
Q3 		$3K Buy
+49
New +$3.31K ﹤0.01% 242
2021
Q1 		– Sell
-25
Closed -$2K – 313
2020
Q4 		$2K Hold
25
– – ﹤0.01% 259
2020
Q3 		$1K Hold
25
– – ﹤0.01% 242
2020
Q2 		$1K Buy
+25
New +$1.33K ﹤0.01% 233

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Enhancement Group's O Position: Q4 2021 in Review

Financial Enhancement Group sold out of Realty Income (O) in Q4 2021, closing a stake of 49 shares — an estimated $3K sold.

Financial Enhancement Group first reported a position in O in Q2 2020 and held it in 4 quarters. The position peaked at $3K in Q3 2021. 1,105 funds tracked by Wall St. Rank hold O as of Q4 2021.

  • Financial Enhancement Group reported no remaining Realty Income position as of Q4 2021 after selling out during the quarter.
  • Financial Enhancement Group sold 49 Realty Income shares in Q4 2021, an estimated $3K.
  • Financial Enhancement Group first reported a position in Realty Income in Q2 2020 and held it in 4 quarters.
  • Financial Enhancement Group's Realty Income position peaked at $3K in Q3 2021.
  • 1,105 funds tracked by Wall St. Rank held Realty Income as of Q4 2021.

Based on Financial Enhancement Group's 13F filing for Q4 2021, filed 28 Jan 2022.