Fortitude Advisory Group’s Realty Income O Stock Holding History

Fortitude Advisory 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
2022 Q2	–	Sell	-1,968	Closed	-$136K	–	922
2022 Q1	$136K	Buy	1,968 +228	+13%	+$15.5K	0.07%	286
2021 Q4	$125K	Buy	+1,740	New	+$120K	0.06%	299

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

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

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

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

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

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

Fortitude Advisory Group's O Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Realty Income (O) in Q2 2022, closing a stake of 1,968 shares — an estimated $136K sold.

Fortitude Advisory Group first reported a position in O in Q4 2021 and held it in 2 quarters. The position peaked at $136K in Q1 2022. 1,090 funds tracked by Wall St. Rank hold O as of Q2 2022.

Fortitude Advisory Group reported no remaining Realty Income position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 1,968 Realty Income shares in Q2 2022, an estimated $136K.
Fortitude Advisory Group first reported a position in Realty Income in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Realty Income position peaked at $136K in Q1 2022.
1,090 funds tracked by Wall St. Rank held Realty Income as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.