Moser Wealth Advisors’s Realty Income O Stock Holding History

Moser Wealth Advisors’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 Q1	–	Sell	-59	Closed	-$4K	–	166
2020 Q4	$4K	Hold	59	–	–	﹤0.01%	114
2020 Q3	$3K	Hold	59	–	–	﹤0.01%	116
2020 Q2	$3K	Buy	+59	New	+$3.14K	﹤0.01%	111

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Moser Wealth Advisors's O Position: Q1 2021 in Review

Moser Wealth Advisors sold out of Realty Income (O) in Q1 2021, closing a stake of 59 shares — an estimated $4K sold.

Moser Wealth Advisors first reported a position in O in Q2 2020 and held it in 3 quarters. The position peaked at $4K in Q4 2020. 877 funds tracked by Wall St. Rank hold O as of Q1 2021.

Moser Wealth Advisors reported no remaining Realty Income position as of Q1 2021 after selling out during the quarter.
Moser Wealth Advisors sold 59 Realty Income shares in Q1 2021, an estimated $4K.
Moser Wealth Advisors first reported a position in Realty Income in Q2 2020 and held it in 3 quarters.
Moser Wealth Advisors's Realty Income position peaked at $4K in Q4 2020.
877 funds tracked by Wall St. Rank held Realty Income as of Q1 2021.

Based on Moser Wealth Advisors's 13F filing for Q1 2021, filed 5 May 2021.