IronBridge Private Wealth’s Realty Income O Stock Holding History

IronBridge Private Wealth’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 Q1	–	Sell	-90	Closed	-$6K	–	212
2021 Q4	$6K	Sell	90 -3	-3%	-$206	﹤0.01%	227
2021 Q3	$6K	Hold	93	–	–	﹤0.01%	197
2021 Q2	$6K	Hold	93	–	–	﹤0.01%	202
2021 Q1	$6K	Sell	93 -8	-8%	-$474	﹤0.01%	197
2020 Q4	$6K	Buy	+101	New	+$5.97K	﹤0.01%	178

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

IronBridge Private Wealth's O Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Realty Income (O) in Q1 2022, closing a stake of 90 shares — an estimated $6K sold.

IronBridge Private Wealth first reported a position in O in Q4 2020 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold O as of Q1 2022.

IronBridge Private Wealth reported no remaining Realty Income position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 90 Realty Income shares in Q1 2022, an estimated $6K.
IronBridge Private Wealth first reported a position in Realty Income in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Realty Income position peaked at $6K in Q4 2021.
1,099 funds tracked by Wall St. Rank held Realty Income as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.