Lake Point Wealth Management’s Realty Income O Stock Holding History

Lake Point Wealth Management’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	-70	Closed	-$5K	–	463
2021 Q4	$5K	Buy	+70	New	+$4.81K	﹤0.01%	254
2019 Q2	$25K	Hold	380	–	–	0.01%	217
2019 Q1	$25K	Sell	380 -2,817	-88%	-$187K	0.01%	217
2018 Q4	$195K	Buy	+3,197	New	+$191K	0.07%	157

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

Lake Point Wealth Management's O Position: Q1 2022 in Review

Lake Point Wealth Management sold out of Realty Income (O) in Q1 2022, closing a stake of 70 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in O in Q4 2018 and held it in 4 quarters. The position peaked at $195K in Q4 2018. 1,099 funds tracked by Wall St. Rank hold O as of Q1 2022.

Lake Point Wealth Management reported no remaining Realty Income position as of Q1 2022 after selling out during the quarter.
Lake Point Wealth Management sold 70 Realty Income shares in Q1 2022, an estimated $5K.
Lake Point Wealth Management first reported a position in Realty Income in Q4 2018 and held it in 4 quarters.
Lake Point Wealth Management's Realty Income position peaked at $195K in Q4 2018.
1,099 funds tracked by Wall St. Rank held Realty Income as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.