Grey Fox Wealth Advisors’s Realty Income O Stock Holding History

Grey Fox 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
2023 Q2	–	Sell	-259	Closed	-$16.5K	–	384
2023 Q1	$16.5K	Buy	259 +7	+3%	+$454	0.01%	274
2022 Q4	$16K	Buy	+252	New	+$15.6K	0.01%	248

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

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

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Grey Fox Wealth Advisors's O Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Realty Income (O) in Q2 2023, closing a stake of 259 shares — an estimated $16.5K sold.

Grey Fox Wealth Advisors first reported a position in O in Q4 2022 and held it in 2 quarters. The position peaked at $16.5K in Q1 2023. 1,097 funds tracked by Wall St. Rank hold O as of Q2 2023.

Grey Fox Wealth Advisors reported no remaining Realty Income position as of Q2 2023 after selling out during the quarter.
Grey Fox Wealth Advisors sold 259 Realty Income shares in Q2 2023, an estimated $16.5K.
Grey Fox Wealth Advisors first reported a position in Realty Income in Q4 2022 and held it in 2 quarters.
Grey Fox Wealth Advisors's Realty Income position peaked at $16.5K in Q1 2023.
1,097 funds tracked by Wall St. Rank held Realty Income as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.