PCWA
O icon

Pacific Capital Wealth Advisors’s Realty Income O Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-288
Closed -$15.4K – 279
2024
Q4 		$15.4K Hold
288
– – ﹤0.01% 241
2024
Q3 		$18.3K Sell
288
-5
-2% -$298 ﹤0.01% 252
2024
Q2 		$15.5K Buy
293
+5
+2% +$267 ﹤0.01% 264
2024
Q1 		$15.6K Hold
288
– – ﹤0.01% 204
2023
Q4 		$16.5K Buy
+288
New +$15.1K ﹤0.01% 203
2020
Q4 		– Sell
-297
Closed -$17K – 151
2020
Q3 		$17K Buy
+297
New +$17.6K 0.01% 151

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return