HC Financial Advisors’s Realty Income O Stock Holding History

HC Financial 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 Q2	$29K	Hold	420	–	–	0.02%	156
2022 Q1	$29K	Hold	420	–	–	0.02%	170
2021 Q4	$30K	Sell	420 -13	-3%	-$894	0.02%	176
2021 Q3	$27K	Hold	433	–	–	0.02%	172
2021 Q2	$28K	Hold	433	–	–	0.02%	170
2021 Q1	$27K	Hold	433	–	–	0.02%	171
2020 Q4	$26K	Hold	433	–	–	0.02%	180
2020 Q3	$26K	Sell	433 -52	-11%	-$3.08K	0.02%	167
2020 Q2	$28K	Hold	485	–	–	0.02%	155
2020 Q1	$23K	Buy	+485	New	+$33.8K	0.02%	164

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

HC Financial Advisors's O Position: Q2 2022 in Review

HC Financial Advisors held its Realty Income (O) position steady in Q2 2022 at 420 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #156.

HC Financial Advisors first reported a position in O in Q1 2020 and has held it in 10 quarters since. The position peaked at $30K in Q4 2021. 1,091 funds tracked by Wall St. Rank hold O as of Q2 2022.

HC Financial Advisors held 420 shares of Realty Income worth $29K as of Q2 2022.
HC Financial Advisors left its Realty Income share count unchanged in Q2 2022.
Realty Income made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #156 holding.
HC Financial Advisors first reported a position in Realty Income in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Realty Income position peaked at $30K in Q4 2021.
1,091 funds tracked by Wall St. Rank held Realty Income as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.