MAWCM
O icon

Mine & Arao Wealth Creation & Management’s Realty Income O Stock Holding History

Mine & Arao Wealth Creation & 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
Q2 		– Sell
-1
Closed -$55 – 266
2024
Q1 		$55 Buy
+1
New +$54 ﹤0.01% 382

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's O Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Realty Income (O) in Q2 2024, closing a stake of 1 share — an estimated $55 sold.

Mine & Arao Wealth Creation & Management first reported a position in O in Q1 2024 and held it in 1 quarter. The position peaked at $55 in Q1 2024. 1,178 funds tracked by Wall St. Rank hold O as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Realty Income position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 1 Realty Income share in Q2 2024, an estimated $55.
  • Mine & Arao Wealth Creation & Management first reported a position in Realty Income in Q1 2024 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's Realty Income position peaked at $55 in Q1 2024.
  • 1,178 funds tracked by Wall St. Rank held Realty Income as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.