Pinnacle Family Advisors’s Realty Income O Stock Holding History

Pinnacle Family 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 Q2	–	Sell	-11,890	Closed	-$824K	–	106
2022 Q1	$824K	Buy	+11,890	New	+$808K	0.44%	38

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Pinnacle Family Advisors's O Position: Q2 2022 in Review

Pinnacle Family Advisors sold out of Realty Income (O) in Q2 2022, closing a stake of 11,890 shares — an estimated $824K sold.

Pinnacle Family Advisors first reported a position in O in Q1 2022 and held it in 1 quarter. The position peaked at $824K in Q1 2022. 1,090 funds tracked by Wall St. Rank hold O as of Q2 2022.

Pinnacle Family Advisors reported no remaining Realty Income position as of Q2 2022 after selling out during the quarter.
Pinnacle Family Advisors sold 11,890 Realty Income shares in Q2 2022, an estimated $824K.
Pinnacle Family Advisors first reported a position in Realty Income in Q1 2022 and held it in 1 quarter.
Pinnacle Family Advisors's Realty Income position peaked at $824K in Q1 2022.
1,090 funds tracked by Wall St. Rank held Realty Income as of Q2 2022.

Based on Pinnacle Family Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.