FWA
O icon

FSC Wealth Advisors’s Realty Income O Stock Holding History

FSC 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
2025
Q2 		– Sell
-613
Closed -$35.5K – 188
2025
Q1 		$35.5K Buy
613
+455
+288% +$25.2K 0.02% 134
2024
Q4 		$8.46K Sell
158
-11
-7% -$641 0.01% 210
2024
Q3 		$10.7K Buy
169
+2
+1% +$119 0.01% 191
2024
Q2 		$8.81K Buy
167
+1
+0.6% +$53 0.01% 200
2024
Q1 		$8.98K Sell
166
-101
-38% -$5.47K 0.01% 204
2023
Q4 		$15.3K Buy
267
+100
+60% +$5.25K 0.01% 171
2023
Q3 		$8.34K Buy
+167
New +$9.6K 0.01% 180

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return