Lowe Wealth Advisors’s Realty Income O Stock Holding History

Lowe 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
2021 Q1	–	Sell	-413	Closed	-$25K	–	286
2020 Q4	$25K	Hold	413	–	–	0.01%	120
2020 Q3	$24K	Hold	413	–	–	0.01%	109
2020 Q2	$24K	Hold	413	–	–	0.01%	102
2020 Q1	$20K	Hold	413	–	–	0.01%	103
2019 Q4	$29K	Hold	413	–	–	0.02%	97
2019 Q3	$31K	Hold	413	–	–	0.02%	86
2019 Q2	$28K	Hold	413	–	–	0.02%	96
2019 Q1	$29K	Hold	413	–	–	0.02%	89
2018 Q4	$25K	Hold	413	–	–	0.02%	96
2018 Q3	$23K	Hold	413	–	–	0.01%	107
2018 Q2	$22K	Hold	413	–	–	0.01%	106
2018 Q1	$21K	Hold	413	–	–	0.01%	111
2017 Q4	$23K	Hold	413	–	–	0.01%	107
2017 Q3	$23K	Sell	413 -57	-12%	-$3.17K	0.01%	106
2017 Q2	$25K	Hold	470	–	–	0.02%	86
2017 Q1	$27K	Hold	470	–	–	0.02%	81
2016 Q4	$26K	Hold	470	–	–	0.02%	83
2016 Q3	$30K	Hold	470	–	–	0.02%	80
2016 Q2	$32K	Hold	470	–	–	0.02%	69
2016 Q1	$28K	Hold	470	–	–	0.02%	73
2015 Q4	$23K	Hold	470	–	–	0.02%	79
2015 Q3	$22K	Hold	470	–	–	0.02%	83
2015 Q2	$20K	Hold	470	–	–	0.01%	102
2015 Q1	$23K	Hold	470	–	–	0.02%	95
2014 Q4	$22K	Buy	+470	New	+$20.8K	0.02%	98

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lowe Wealth Advisors's O Position: Q1 2021 in Review

Lowe Wealth Advisors sold out of Realty Income (O) in Q1 2021, closing a stake of 413 shares — an estimated $25K sold.

Lowe Wealth Advisors first reported a position in O in Q4 2014 and held it in 25 quarters. The position peaked at $32K in Q2 2016. 877 funds tracked by Wall St. Rank hold O as of Q1 2021.

Lowe Wealth Advisors reported no remaining Realty Income position as of Q1 2021 after selling out during the quarter.
Lowe Wealth Advisors sold 413 Realty Income shares in Q1 2021, an estimated $25K.
Lowe Wealth Advisors first reported a position in Realty Income in Q4 2014 and held it in 25 quarters.
Lowe Wealth Advisors's Realty Income position peaked at $32K in Q2 2016.
877 funds tracked by Wall St. Rank held Realty Income as of Q1 2021.

Based on Lowe Wealth Advisors's 13F filing for Q1 2021, filed 6 Apr 2021.