SVWA
O icon

Sound View Wealth Advisors’s Realty Income O Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$206K Buy
+2,885
New +$191K 0.06% 238

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Sound View Wealth Advisors's O Position: Q1 2019 in Review

Sound View Wealth Advisors opened a new position in Realty Income (O) in Q1 2019: 2,885 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #238 among its holdings.

775 funds tracked by Wall St. Rank hold O as of Q1 2019.

  • Sound View Wealth Advisors held 2,885 shares of Realty Income worth $206K as of Q1 2019.
  • Realty Income was a new Sound View Wealth Advisors position in Q1 2019.
  • Realty Income made up 0.06% of Sound View Wealth Advisors's portfolio in Q1 2019, its #238 holding.
  • 775 funds tracked by Wall St. Rank held Realty Income as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.