Phoenix Wealth Advisors’s Realty Income O Stock Holding History

Phoenix 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
2021 Q4	–	Sell	-980	Closed	-$62K	–	283
2021 Q3	$62K	Sell	980 -15,970	-94%	-$1.08M	0.05%	179
2021 Q2	$1.12M	Buy	16,950 +15,970	+1,630%	+$1.05M	0.81%	35
2021 Q1	$62K	Sell	980 -207	-17%	-$12.3K	0.05%	173
2020 Q4	$71K	Buy	+1,187	New	+$70.2K	0.05%	170

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phoenix Wealth Advisors's O Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Realty Income (O) in Q4 2021, closing a stake of 980 shares — an estimated $62K sold.

Phoenix Wealth Advisors first reported a position in O in Q4 2020 and held it in 4 quarters. The position peaked at $1.12M in Q2 2021. 1,105 funds tracked by Wall St. Rank hold O as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Realty Income position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 980 Realty Income shares in Q4 2021, an estimated $62K.
Phoenix Wealth Advisors first reported a position in Realty Income in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Realty Income position peaked at $1.12M in Q2 2021.
1,105 funds tracked by Wall St. Rank held Realty Income as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.