Ruedi Wealth Management’s Realty Income O Stock Holding History

Ruedi Wealth Management’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	-6	Closed	-$317	–	456
2024 Q2	$317	Buy	+6	New	+$320	﹤0.01%	438

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ruedi Wealth Management's O Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Realty Income (O) in Q3 2024, closing a stake of 6 shares — an estimated $317 sold.

Ruedi Wealth Management first reported a position in O in Q2 2024 and held it in 1 quarter. The position peaked at $317 in Q2 2024. 1,240 funds tracked by Wall St. Rank hold O as of Q3 2024.

Ruedi Wealth Management reported no remaining Realty Income position as of Q3 2024 after selling out during the quarter.
Ruedi Wealth Management sold 6 Realty Income shares in Q3 2024, an estimated $317.
Ruedi Wealth Management first reported a position in Realty Income in Q2 2024 and held it in 1 quarter.
Ruedi Wealth Management's Realty Income position peaked at $317 in Q2 2024.
1,240 funds tracked by Wall St. Rank held Realty Income as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.