Monumental Financial Group’s Realty Income O Stock Holding History

Monumental Financial Group’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 Q3	–	Sell	-323	Closed	-$21K	–	72
2021 Q2	$21K	Buy	+323	New	+$21.2K	0.02%	63

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Monumental Financial Group's O Position: Q3 2021 in Review

Monumental Financial Group sold out of Realty Income (O) in Q3 2021, closing a stake of 323 shares — an estimated $21K sold.

Monumental Financial Group first reported a position in O in Q2 2021 and held it in 1 quarter. The position peaked at $21K in Q2 2021. 953 funds tracked by Wall St. Rank hold O as of Q3 2021.

Monumental Financial Group reported no remaining Realty Income position as of Q3 2021 after selling out during the quarter.
Monumental Financial Group sold 323 Realty Income shares in Q3 2021, an estimated $21K.
Monumental Financial Group first reported a position in Realty Income in Q2 2021 and held it in 1 quarter.
Monumental Financial Group's Realty Income position peaked at $21K in Q2 2021.
953 funds tracked by Wall St. Rank held Realty Income as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.