Lenox Wealth Advisors’s Realty Income O Stock Holding History

Lenox 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
2022 Q1	$1K	Sell	7 -15	-68%	-$1.02K	﹤0.01%	725
2021 Q4	$2K	Buy	22 +21	+2,100%	+$1.44K	﹤0.01%	743
2021 Q3	$0	Hold	1	–	–	﹤0.01%	763
2021 Q2	$0	Hold	1	–	–	﹤0.01%	771
2021 Q1	$0	Buy	+1	New	+$59	﹤0.01%	739
2020 Q1	–	Sell	-2	Closed	–	–	894
2019 Q4	$0	Buy	+2	New	+$149	﹤0.01%	792

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

Lenox Wealth Advisors's O Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Realty Income (O) stake by 68% in Q1 2022, selling an estimated $1.02K and leaving 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Lenox Wealth Advisors first reported a position in O in Q4 2019 and has held it in 6 quarters since. The position peaked at $2K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold O as of Q1 2022.

Lenox Wealth Advisors held 7 shares of Realty Income worth $1K as of Q1 2022.
Lenox Wealth Advisors sold 15 Realty Income shares in Q1 2022, an estimated $1.02K.
Realty Income made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #725 holding.
Lenox Wealth Advisors first reported a position in Realty Income in Q4 2019 and has held it in 6 quarters since.
Lenox Wealth Advisors's Realty Income position peaked at $2K in Q4 2021.
1,100 funds tracked by Wall St. Rank held Realty Income as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.