Retirement Financial Solutions’s Realty Income O Stock Holding History

Retirement Financial Solutions’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
2023 Q1	–	Sell	-218	Closed	-$13.8K	–	178
2022 Q4	$13.8K	Buy	+218	New	+$13.5K	0.01%	116

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Retirement Financial Solutions's O Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Realty Income (O) in Q1 2023, closing a stake of 218 shares — an estimated $13.8K sold.

Retirement Financial Solutions first reported a position in O in Q4 2022 and held it in 1 quarter. The position peaked at $13.8K in Q4 2022. 1,113 funds tracked by Wall St. Rank hold O as of Q1 2023.

Retirement Financial Solutions reported no remaining Realty Income position as of Q1 2023 after selling out during the quarter.
Retirement Financial Solutions sold 218 Realty Income shares in Q1 2023, an estimated $13.8K.
Retirement Financial Solutions first reported a position in Realty Income in Q4 2022 and held it in 1 quarter.
Retirement Financial Solutions's Realty Income position peaked at $13.8K in Q4 2022.
1,113 funds tracked by Wall St. Rank held Realty Income as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.