LGWM
O icon

Litman Gregory Wealth Management’s Realty Income O Stock Holding History

Litman Gregory 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
Q2 		– Sell
-329
Closed -$20K – 150
2021
Q1 		$20K Hold
329
– – ﹤0.01% 134
2020
Q4 		$20K Buy
329
+232
+239% +$13.7K ﹤0.01% 130
2020
Q3 		$6K Buy
+97
New +$5.74K ﹤0.01% 171

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
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
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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Litman Gregory Wealth Management's O Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of Realty Income (O) in Q2 2021, closing a stake of 329 shares — an estimated $20K sold.

Litman Gregory Wealth Management first reported a position in O in Q3 2020 and held it in 3 quarters. The position peaked at $20K in Q1 2021. 929 funds tracked by Wall St. Rank hold O as of Q2 2021.

  • Litman Gregory Wealth Management reported no remaining Realty Income position as of Q2 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 329 Realty Income shares in Q2 2021, an estimated $20K.
  • Litman Gregory Wealth Management first reported a position in Realty Income in Q3 2020 and held it in 3 quarters.
  • Litman Gregory Wealth Management's Realty Income position peaked at $20K in Q1 2021.
  • 929 funds tracked by Wall St. Rank held Realty Income as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.