McGlone Suttner Wealth Management’s Realty Income O Stock Holding History

McGlone Suttner 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
2024 Q1	–	Sell	-83	Closed	-$4.77K	–	575
2023 Q4	$4.77K	Buy	+83	New	+$4.36K	﹤0.01%	588

Other funds holding O

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

McGlone Suttner Wealth Management's O Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Realty Income (O) in Q1 2024, closing a stake of 83 shares — an estimated $4.77K sold.

McGlone Suttner Wealth Management first reported a position in O in Q4 2023 and held it in 1 quarter. The position peaked at $4.77K in Q4 2023. 1,189 funds tracked by Wall St. Rank hold O as of Q1 2024.

McGlone Suttner Wealth Management reported no remaining Realty Income position as of Q1 2024 after selling out during the quarter.
McGlone Suttner Wealth Management sold 83 Realty Income shares in Q1 2024, an estimated $4.77K.
McGlone Suttner Wealth Management first reported a position in Realty Income in Q4 2023 and held it in 1 quarter.
McGlone Suttner Wealth Management's Realty Income position peaked at $4.77K in Q4 2023.
1,189 funds tracked by Wall St. Rank held Realty Income as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.