Professional Financial Advisors’s Realty Income O Stock Holding History

Professional Financial 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	-260	Closed	-$15K	–	331
2022 Q3	$15K	Hold	260	–	–	0.01%	257
2022 Q2	$18K	Hold	260	–	–	0.01%	239
2022 Q1	$18K	Hold	260	–	–	0.01%	248
2021 Q4	$19K	Sell	260 -8	-3%	-$550	0.01%	253
2021 Q3	$17K	Hold	268	–	–	0.01%	224
2021 Q2	$18K	Hold	268	–	–	0.01%	229
2021 Q1	$17K	Hold	268	–	–	0.01%	207
2020 Q4	$16K	Hold	268	–	–	0.01%	209
2020 Q3	$15K	Buy	+268	New	+$15.8K	0.01%	198

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Professional Financial Advisors's O Position: Q4 2022 in Review

Professional Financial Advisors sold out of Realty Income (O) in Q4 2022, closing a stake of 260 shares — an estimated $15K sold.

Professional Financial Advisors first reported a position in O in Q3 2020 and held it in 9 quarters. The position peaked at $19K in Q4 2021. 1,116 funds tracked by Wall St. Rank hold O as of Q4 2022.

Professional Financial Advisors reported no remaining Realty Income position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 260 Realty Income shares in Q4 2022, an estimated $15K.
Professional Financial Advisors first reported a position in Realty Income in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Realty Income position peaked at $19K in Q4 2021.
1,116 funds tracked by Wall St. Rank held Realty Income as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.