GWP
O icon

Gateway Wealth Partners’s Realty Income O Stock Holding History

Gateway Wealth Partners’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
2023
Q4 		– Sell
-4,096
Closed -$205K – 255
2023
Q3 		$205K Sell
4,096
-33
-0.8% -$1.9K 0.04% 251
2023
Q2 		$247K Buy
4,129
+190
+5% +$11.6K 0.04% 204
2023
Q1 		$249K Buy
3,939
+54
+1% +$3.5K 0.04% 182
2022
Q4 		$246K Buy
+3,885
New +$241K 0.04% 165

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Gateway Wealth Partners's O Position: Q4 2023 in Review

Gateway Wealth Partners sold out of Realty Income (O) in Q4 2023, closing a stake of 4,096 shares — an estimated $205K sold.

Gateway Wealth Partners first reported a position in O in Q4 2022 and held it in 4 quarters. The position peaked at $249K in Q1 2023. 1,154 funds tracked by Wall St. Rank hold O as of Q4 2023.

  • Gateway Wealth Partners reported no remaining Realty Income position as of Q4 2023 after selling out during the quarter.
  • Gateway Wealth Partners sold 4,096 Realty Income shares in Q4 2023, an estimated $205K.
  • Gateway Wealth Partners first reported a position in Realty Income in Q4 2022 and held it in 4 quarters.
  • Gateway Wealth Partners's Realty Income position peaked at $249K in Q1 2023.
  • 1,154 funds tracked by Wall St. Rank held Realty Income as of Q4 2023.

Based on Gateway Wealth Partners's 13F filing for Q4 2023, filed 13 Feb 2024.