ForthRight Wealth Management’s Realty Income O Stock Holding History

ForthRight 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
2021 Q1	–	Sell	-4	Closed	–	–	139
2020 Q4	$0	Buy	+4	New	+$236	﹤0.01%	184

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ForthRight Wealth Management's O Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Realty Income (O) in Q1 2021, closing a stake of 4 shares.

ForthRight Wealth Management first reported a position in O in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 877 funds tracked by Wall St. Rank hold O as of Q1 2021.

ForthRight Wealth Management reported no remaining Realty Income position as of Q1 2021 after selling out during the quarter.
ForthRight Wealth Management sold 4 Realty Income shares in Q1 2021.
ForthRight Wealth Management first reported a position in Realty Income in Q4 2020 and held it in 1 quarter.
ForthRight Wealth Management's Realty Income position peaked at $0 in Q4 2020.
877 funds tracked by Wall St. Rank held Realty Income as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.