One Wealth Advisors’s Realty Income O Stock Holding History

One 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
2023 Q1	–	Sell	-1,500	Closed	-$95.1K	–	470
2022 Q4	$95.1K	Buy	+1,500	New	+$93.1K	0.02%	300

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

One Wealth Advisors's O Position: Q1 2023 in Review

One Wealth Advisors sold out of Realty Income (O) in Q1 2023, closing a stake of 1,500 shares — an estimated $95.1K sold.

One Wealth Advisors first reported a position in O in Q4 2022 and held it in 1 quarter. The position peaked at $95.1K in Q4 2022. 1,113 funds tracked by Wall St. Rank hold O as of Q1 2023.

One Wealth Advisors reported no remaining Realty Income position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 1,500 Realty Income shares in Q1 2023, an estimated $95.1K.
One Wealth Advisors first reported a position in Realty Income in Q4 2022 and held it in 1 quarter.
One Wealth Advisors's Realty Income position peaked at $95.1K in Q4 2022.
1,113 funds tracked by Wall St. Rank held Realty Income as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.