RWMG
O icon

Redwood Wealth Management Group’s Realty Income O Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-1,148
Closed -$60.6K – 783
2024
Q2 		$60.6K Buy
+1,148
New +$61.3K 0.05% 278

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Redwood Wealth Management Group's O Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Realty Income (O) in Q3 2024, closing a stake of 1,148 shares — an estimated $60.6K sold.

Redwood Wealth Management Group first reported a position in O in Q2 2024 and held it in 1 quarter. The position peaked at $60.6K in Q2 2024. 1,240 funds tracked by Wall St. Rank hold O as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Realty Income position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,148 Realty Income shares in Q3 2024, an estimated $60.6K.
  • Redwood Wealth Management Group first reported a position in Realty Income in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Realty Income position peaked at $60.6K in Q2 2024.
  • 1,240 funds tracked by Wall St. Rank held Realty Income as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.