LWM
O icon

Liberty Wealth Management’s Realty Income O Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,008
Closed -$67K – 799
2021
Q3 		$67K Buy
1,008
+685
+212% +$46.2K 0.02% 369
2021
Q2 		$0 Buy
+323
New +$21.2K ﹤0.01% 1145
2020
Q2 		– Sell
-49
Closed -$2K – 946
2020
Q1 		$2K Sell
49
-307
-86% -$21.4K ﹤0.01% 741
2019
Q4 		$25K Buy
356
+3
+0.8% +$223 0.02% 383
2019
Q3 		$26K Sell
353
-105
-23% -$7.36K 0.02% 351
2019
Q2 		$31K Buy
458
+232
+103% +$15.8K 0.03% 335
2019
Q1 		$16K Buy
226
+2
+0.9% +$133 0.01% 375
2018
Q4 		$13K Buy
+224
New +$13.4K 0.01% 385

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Liberty Wealth Management's O Position: Q4 2021 in Review

Liberty Wealth Management sold out of Realty Income (O) in Q4 2021, closing a stake of 1,008 shares — an estimated $67K sold.

Liberty Wealth Management first reported a position in O in Q4 2018 and held it in 8 quarters. The position peaked at $67K in Q3 2021. 1,105 funds tracked by Wall St. Rank hold O as of Q4 2021.

  • Liberty Wealth Management reported no remaining Realty Income position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,008 Realty Income shares in Q4 2021, an estimated $67K.
  • Liberty Wealth Management first reported a position in Realty Income in Q4 2018 and held it in 8 quarters.
  • Liberty Wealth Management's Realty Income position peaked at $67K in Q3 2021.
  • 1,105 funds tracked by Wall St. Rank held Realty Income as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.