LFA
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Lighthouse Financial Advisors’s Realty Income O Stock Holding History

Lighthouse Financial 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
2020
Q2 		– Sell
-29,639
Closed -$1.42M – 101
2020
Q1 		$1.42M Buy
+29,639
New +$2.06M 0.87% 41

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lighthouse Financial Advisors's O Position: Q2 2020 in Review

Lighthouse Financial Advisors sold out of Realty Income (O) in Q2 2020, closing a stake of 29,639 shares — an estimated $1.42M sold.

Lighthouse Financial Advisors first reported a position in O in Q1 2020 and held it in 1 quarter. The position peaked at $1.42M in Q1 2020. 776 funds tracked by Wall St. Rank hold O as of Q2 2020.

  • Lighthouse Financial Advisors reported no remaining Realty Income position as of Q2 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 29,639 Realty Income shares in Q2 2020, an estimated $1.42M.
  • Lighthouse Financial Advisors first reported a position in Realty Income in Q1 2020 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Realty Income position peaked at $1.42M in Q1 2020.
  • 776 funds tracked by Wall St. Rank held Realty Income as of Q2 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.