POIA
O icon

Pin Oak Investment Advisors’s Realty Income O Stock Holding History

Pin Oak Investment 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
2022
Q4 		– Sell
-69
Closed -$4K – 430
2022
Q3 		$4K Hold
69
– – 0.01% 333
2022
Q2 		$5K Hold
69
– – 0.01% 347
2022
Q1 		$5K Hold
69
– – 0.01% 364
2021
Q4 		$5K Buy
+69
New +$4.75K 0.01% 363
2019
Q3 		– Sell
-99
Closed -$7K – 446
2019
Q2 		$7K Buy
+99
New +$6.76K 0.01% 387
2018
Q4 		– Sell
-125
Closed -$7K – 443
2018
Q3 		$7K Buy
125
+3
+2% +$165 0.01% 339
2018
Q2 		$6K Hold
122
– – ﹤0.01% 351
2018
Q1 		$6K Hold
122
– – ﹤0.01% 364
2017
Q4 		$7K Buy
+122
New +$6.62K 0.01% 363

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pin Oak Investment Advisors's O Position: Q4 2022 in Review

Pin Oak Investment Advisors sold out of Realty Income (O) in Q4 2022, closing a stake of 69 shares — an estimated $4K sold.

Pin Oak Investment Advisors first reported a position in O in Q4 2017 and held it in 9 quarters. The position peaked at $7K in Q2 2019. 1,116 funds tracked by Wall St. Rank hold O as of Q4 2022.

  • Pin Oak Investment Advisors reported no remaining Realty Income position as of Q4 2022 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 69 Realty Income shares in Q4 2022, an estimated $4K.
  • Pin Oak Investment Advisors first reported a position in Realty Income in Q4 2017 and held it in 9 quarters.
  • Pin Oak Investment Advisors's Realty Income position peaked at $7K in Q2 2019.
  • 1,116 funds tracked by Wall St. Rank held Realty Income as of Q4 2022.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.