My Personal CFO LLC’s Realty Income O Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-69	Closed	-$4.35K	–	577
2022 Q4	$4.35K	Buy	+69	New	+$4.29K	﹤0.01%	383

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

My Personal CFO LLC's O Position: Q1 2023 in Review

My Personal CFO LLC sold out of Realty Income (O) in Q1 2023, closing a stake of 69 shares — an estimated $4.35K sold.

My Personal CFO LLC first reported a position in O in Q4 2022 and held it in 1 quarter. The position peaked at $4.35K in Q4 2022. 1,113 funds tracked by Wall St. Rank hold O as of Q1 2023.

My Personal CFO LLC reported no remaining Realty Income position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 69 Realty Income shares in Q1 2023, an estimated $4.35K.
My Personal CFO LLC first reported a position in Realty Income in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Realty Income position peaked at $4.35K in Q4 2022.
1,113 funds tracked by Wall St. Rank held Realty Income as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.