Safeguard Financial’s Realty Income O Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-106	Closed	-$6K	–	397
2023 Q2	$6K	Buy	+106	New	+$6.47K	﹤0.01%	382

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Safeguard Financial's O Position: Q3 2023 in Review

Safeguard Financial sold out of Realty Income (O) in Q3 2023, closing a stake of 106 shares — an estimated $6K sold.

Safeguard Financial first reported a position in O in Q2 2023 and held it in 1 quarter. The position peaked at $6K in Q2 2023. 1,062 funds tracked by Wall St. Rank hold O as of Q3 2023.

Safeguard Financial reported no remaining Realty Income position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 106 Realty Income shares in Q3 2023, an estimated $6K.
Safeguard Financial first reported a position in Realty Income in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Realty Income position peaked at $6K in Q2 2023.
1,062 funds tracked by Wall St. Rank held Realty Income as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.