Personal Wealth Partners’s Realty Income O Stock Holding History

Personal Wealth Partners’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
2021 Q3	–	Sell	-62	Closed	-$4K	–	296
2021 Q2	$4K	Buy	+62	New	+$4.07K	﹤0.01%	338
2020 Q1	–	Sell	-18	Closed	-$1K	–	431
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	446
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	460
2019 Q2	$1K	Buy	+18	New	+$1.23K	﹤0.01%	293

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Personal Wealth Partners's O Position: Q3 2021 in Review

Personal Wealth Partners sold out of Realty Income (O) in Q3 2021, closing a stake of 62 shares — an estimated $4K sold.

Personal Wealth Partners first reported a position in O in Q2 2019 and held it in 4 quarters. The position peaked at $4K in Q2 2021. 952 funds tracked by Wall St. Rank hold O as of Q3 2021.

Personal Wealth Partners reported no remaining Realty Income position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 62 Realty Income shares in Q3 2021, an estimated $4K.
Personal Wealth Partners first reported a position in Realty Income in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Realty Income position peaked at $4K in Q2 2021.
952 funds tracked by Wall St. Rank held Realty Income as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.