Financial Synergies Wealth Advisors’s Realty Income O Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-21	Closed	-$1.14K	–	329
2024 Q1	$1.14K	Sell	21 -5	-19%	-$271	﹤0.01%	391
2023 Q4	$1.65K	Buy	+26	New	+$1.36K	﹤0.01%	265
2023 Q3	–	Sell	-17	Closed	-$1.02K	–	516
2023 Q2	$1.02K	Sell	17 -9	-35%	-$549	﹤0.01%	372
2023 Q1	$1.65K	Hold	26	–	–	﹤0.01%	315
2022 Q4	$1.65K	Buy	26 +19	+271%	+$1.18K	﹤0.01%	265
2022 Q3	$408	Hold	7	–	–	﹤0.01%	379
2022 Q2	$478	Buy	+7	New	+$481	﹤0.01%	380

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Synergies Wealth Advisors's O Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Realty Income (O) in Q2 2024, closing a stake of 21 shares — an estimated $1.14K sold.

Financial Synergies Wealth Advisors first reported a position in O in Q2 2022 and held it in 7 quarters. The position peaked at $1.65K in Q4 2023. 1,178 funds tracked by Wall St. Rank hold O as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Realty Income position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 21 Realty Income shares in Q2 2024, an estimated $1.14K.
Financial Synergies Wealth Advisors first reported a position in Realty Income in Q2 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Realty Income position peaked at $1.65K in Q4 2023.
1,178 funds tracked by Wall St. Rank held Realty Income as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.