PWA
O icon

Pinnacle Wealth Advisors’s Realty Income O Stock Holding History

Pinnacle 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
Q2 		$3K Buy
+46
New +$3.02K ﹤0.01% 459

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Wealth Advisors's O Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Realty Income (O) in Q2 2021: 46 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings.

929 funds tracked by Wall St. Rank hold O as of Q2 2021.

  • Pinnacle Wealth Advisors held 46 shares of Realty Income worth $3K as of Q2 2021.
  • Realty Income was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Realty Income made up ﹤0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #459 holding.
  • 929 funds tracked by Wall St. Rank held Realty Income as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.