LFASL
O icon

Lugano Financial Advisors SA (LFA)’s Realty Income O Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q3 		– Sell
-1,445
Closed -$86K – 120
2020
Q2 		$86K Hold
1,445
– – 0.09% 83
2020
Q1 		$110K Hold
1,445
– – 0.1% 87
2019
Q4 		$103K Buy
+1,445
New +$108K 0.08% 94
2019
Q2 		$97K Hold
1,445
– – 0.06% 92
2019
Q1 		$102K Buy
+1,445
New +$95.8K 0.06% 93

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s O Position: Q3 2020 in Review

Lugano Financial Advisors SA (LFA) sold out of Realty Income (O) in Q3 2020, closing a stake of 1,445 shares — an estimated $86K sold.

Lugano Financial Advisors SA (LFA) first reported a position in O in Q1 2019 and held it in 5 quarters. The position peaked at $110K in Q1 2020. 792 funds tracked by Wall St. Rank hold O as of Q3 2020.

  • Lugano Financial Advisors SA (LFA) reported no remaining Realty Income position as of Q3 2020 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 1,445 Realty Income shares in Q3 2020, an estimated $86K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Realty Income in Q1 2019 and held it in 5 quarters.
  • Lugano Financial Advisors SA (LFA)'s Realty Income position peaked at $110K in Q1 2020.
  • 792 funds tracked by Wall St. Rank held Realty Income as of Q3 2020.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2020, filed 23 Oct 2020.