Paces Ferry Wealth Advisors’s Realty Income O Stock Holding History

Paces Ferry 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
2020 Q4	–	Sell	-41	Closed	-$2K	–	793
2020 Q3	$2K	Buy	+41	New	+$2.42K	﹤0.01%	702

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

Paces Ferry Wealth Advisors's O Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Realty Income (O) in Q4 2020, closing a stake of 41 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in O in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 861 funds tracked by Wall St. Rank hold O as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Realty Income position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 41 Realty Income shares in Q4 2020, an estimated $2K.
Paces Ferry Wealth Advisors first reported a position in Realty Income in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Realty Income position peaked at $2K in Q3 2020.
861 funds tracked by Wall St. Rank held Realty Income as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.