FSM Wealth Advisors’s Realty Income O Stock Holding History

FSM 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
2022 Q3	–	Sell	-2,875	Closed	-$211K	–	134
2022 Q2	$211K	Buy	+2,875	New	+$198K	0.21%	107

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FSM Wealth Advisors's O Position: Q3 2022 in Review

FSM Wealth Advisors sold out of Realty Income (O) in Q3 2022, closing a stake of 2,875 shares — an estimated $211K sold.

FSM Wealth Advisors first reported a position in O in Q2 2022 and held it in 1 quarter. The position peaked at $211K in Q2 2022. 1,076 funds tracked by Wall St. Rank hold O as of Q3 2022.

FSM Wealth Advisors reported no remaining Realty Income position as of Q3 2022 after selling out during the quarter.
FSM Wealth Advisors sold 2,875 Realty Income shares in Q3 2022, an estimated $211K.
FSM Wealth Advisors first reported a position in Realty Income in Q2 2022 and held it in 1 quarter.
FSM Wealth Advisors's Realty Income position peaked at $211K in Q2 2022.
1,076 funds tracked by Wall St. Rank held Realty Income as of Q3 2022.

Based on FSM Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.