Hudson Valley Investment Advisors’s Realty Income O Stock Holding History

Hudson Valley Investment 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
2024 Q3	–	Sell	-7,308	Closed	-$435K	–	185
2024 Q2	$435K	Sell	7,308 -161	-2%	-$8.6K	0.06%	135
2024 Q1	$404K	Buy	7,469 +161	+2%	+$8.72K	0.05%	135
2023 Q4	$435K	Hold	7,308	–	–	0.06%	135
2023 Q3	$365K	Sell	7,308 -138	-2%	-$7.93K	0.05%	143
2023 Q2	$445K	Buy	7,446 +138	+2%	+$8.42K	0.06%	145
2023 Q1	$463K	Sell	7,308 -72	-1%	-$4.67K	0.06%	147
2022 Q4	$468K	Hold	7,380	–	–	0.07%	143
2022 Q3	$430K	Buy	+7,380	New	+$509K	0.07%	151

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hudson Valley Investment Advisors's O Position: Q3 2024 in Review

Hudson Valley Investment Advisors sold out of Realty Income (O) in Q3 2024, closing a stake of 7,308 shares — an estimated $435K sold.

Hudson Valley Investment Advisors first reported a position in O in Q3 2022 and held it in 8 quarters. The position peaked at $468K in Q4 2022. 1,240 funds tracked by Wall St. Rank hold O as of Q3 2024.

Hudson Valley Investment Advisors reported no remaining Realty Income position as of Q3 2024 after selling out during the quarter.
Hudson Valley Investment Advisors sold 7,308 Realty Income shares in Q3 2024, an estimated $435K.
Hudson Valley Investment Advisors first reported a position in Realty Income in Q3 2022 and held it in 8 quarters.
Hudson Valley Investment Advisors's Realty Income position peaked at $468K in Q4 2022.
1,240 funds tracked by Wall St. Rank held Realty Income as of Q3 2024.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.