NFA
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Northwest Financial Advisors’s Realty Income O Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-355
Closed -$22.5K – 394
2024
Q3 		$22.5K Buy
+355
New +$21.1K 0.02% 307
2024
Q1 		– Sell
-353
Closed -$20.3K – 375
2023
Q4 		$20.3K Buy
+353
New +$18.5K 0.02% 298

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Northwest Financial Advisors's O Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Realty Income (O) in Q4 2024, closing a stake of 355 shares — an estimated $22.5K sold.

Northwest Financial Advisors first reported a position in O in Q4 2023 and held it in 2 quarters. The position peaked at $22.5K in Q3 2024. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 355 Realty Income shares in Q4 2024, an estimated $22.5K.
  • Northwest Financial Advisors first reported a position in Realty Income in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Realty Income position peaked at $22.5K in Q3 2024.
  • 1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.