Selective Wealth Management’s Realty Income O Stock Holding History

Selective 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
2022 Q4	–	Sell	-150	Closed	-$9K	–	528
2022 Q3	$9K	Hold	150	–	–	﹤0.01%	532
2022 Q2	$10K	Hold	150	–	–	﹤0.01%	562
2022 Q1	$10K	Hold	150	–	–	﹤0.01%	535
2021 Q4	$11K	Sell	150 -5	-3%	-$344	﹤0.01%	477
2021 Q3	$10K	Hold	155	–	–	0.01%	435
2021 Q2	$10K	Hold	155	–	–	0.01%	348
2021 Q1	$10K	Hold	155	–	–	0.01%	254
2020 Q4	$9K	Buy	+155	New	+$9.16K	0.01%	254

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Selective Wealth Management's O Position: Q4 2022 in Review

Selective Wealth Management sold out of Realty Income (O) in Q4 2022, closing a stake of 150 shares — an estimated $9K sold.

Selective Wealth Management first reported a position in O in Q4 2020 and held it in 8 quarters. The position peaked at $11K in Q4 2021. 1,116 funds tracked by Wall St. Rank hold O as of Q4 2022.

Selective Wealth Management reported no remaining Realty Income position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 150 Realty Income shares in Q4 2022, an estimated $9K.
Selective Wealth Management first reported a position in Realty Income in Q4 2020 and held it in 8 quarters.
Selective Wealth Management's Realty Income position peaked at $11K in Q4 2021.
1,116 funds tracked by Wall St. Rank held Realty Income as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.