Regal Wealth Group’s Realty Income O Stock Holding History

Regal Wealth 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
2021 Q2	–	Sell	-227	Closed	-$14K	–	185
2021 Q1	$14K	Buy	+227	New	+$13.4K	0.01%	163

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Regal Wealth Group's O Position: Q2 2021 in Review

Regal Wealth Group sold out of Realty Income (O) in Q2 2021, closing a stake of 227 shares — an estimated $14K sold.

Regal Wealth Group first reported a position in O in Q1 2021 and held it in 1 quarter. The position peaked at $14K in Q1 2021. 929 funds tracked by Wall St. Rank hold O as of Q2 2021.

Regal Wealth Group reported no remaining Realty Income position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 227 Realty Income shares in Q2 2021, an estimated $14K.
Regal Wealth Group first reported a position in Realty Income in Q1 2021 and held it in 1 quarter.
Regal Wealth Group's Realty Income position peaked at $14K in Q1 2021.
929 funds tracked by Wall St. Rank held Realty Income as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.