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Ridgecrest Wealth Partners’s Realty Income O Stock Holding History

Ridgecrest Wealth Partners’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
Q3 		– Sell
-4,718
Closed -$322K – 107
2022
Q2 		$322K Buy
4,718
+1,789
+61% +$123K 0.23% 76
2022
Q1 		$203K Hold
2,929
– – 0.13% 101
2021
Q4 		$210K Buy
+2,929
New +$201K 0.1% 113

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ridgecrest Wealth Partners's O Position: Q3 2022 in Review

Ridgecrest Wealth Partners sold out of Realty Income (O) in Q3 2022, closing a stake of 4,718 shares — an estimated $322K sold.

Ridgecrest Wealth Partners first reported a position in O in Q4 2021 and held it in 3 quarters. The position peaked at $322K in Q2 2022. 1,075 funds tracked by Wall St. Rank hold O as of Q3 2022.

  • Ridgecrest Wealth Partners reported no remaining Realty Income position as of Q3 2022 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 4,718 Realty Income shares in Q3 2022, an estimated $322K.
  • Ridgecrest Wealth Partners first reported a position in Realty Income in Q4 2021 and held it in 3 quarters.
  • Ridgecrest Wealth Partners's Realty Income position peaked at $322K in Q2 2022.
  • 1,075 funds tracked by Wall St. Rank held Realty Income as of Q3 2022.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2022, filed 20 Oct 2022.