Lowe Wealth Advisors’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Lowe Wealth Advisors’s Portfolio RQI Stock Details RQI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-444	Closed	-$4.49K	–	319
2023 Q3	$4.49K	Hold	444	–	–	﹤0.01%	240
2023 Q2	$5.15K	Hold	444	–	–	﹤0.01%	265
2023 Q1	$5.29K	Hold	444	–	–	﹤0.01%	248
2022 Q4	$5.11K	Hold	444	–	–	﹤0.01%	258
2022 Q3	$5K	Hold	444	–	–	﹤0.01%	246
2022 Q2	$6K	Hold	444	–	–	﹤0.01%	224
2022 Q1	$7K	Hold	444	–	–	﹤0.01%	226
2021 Q4	$8K	Hold	444	–	–	﹤0.01%	205
2021 Q3	$7K	Buy	+444	New	+$7.09K	﹤0.01%	208

Other funds holding RQI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Lowe Wealth Advisors's RQI Position: Q4 2023 in Review

Lowe Wealth Advisors sold out of Cohen & Steers Quality Income Realty Fund (RQI) in Q4 2023, closing a stake of 444 shares — an estimated $4.49K sold.

Lowe Wealth Advisors first reported a position in RQI in Q3 2021 and held it in 9 quarters. The position peaked at $8K in Q4 2021. 184 funds tracked by Wall St. Rank hold RQI as of Q4 2023.

Lowe Wealth Advisors reported no remaining Cohen & Steers Quality Income Realty Fund position as of Q4 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 444 Cohen & Steers Quality Income Realty Fund shares in Q4 2023, an estimated $4.49K.
Lowe Wealth Advisors first reported a position in Cohen & Steers Quality Income Realty Fund in Q3 2021 and held it in 9 quarters.
Lowe Wealth Advisors's Cohen & Steers Quality Income Realty Fund position peaked at $8K in Q4 2021.
184 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q4 2023.

Based on Lowe Wealth Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.