Sowa Financial Group’s Realty Income O Stock Holding History

Sowa Financial Group’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
2021 Q1	–	Sell	-282	Closed	-$17K	–	171
2020 Q4	$17K	Hold	282	–	–	0.01%	203
2020 Q3	$17K	Sell	282 -178	-39%	-$10.5K	0.01%	190
2020 Q2	$27K	Hold	460	–	–	0.02%	149
2020 Q1	$22K	Sell	460 -450	-49%	-$31.3K	0.02%	150
2019 Q4	$65K	Buy	+910	New	+$67.8K	0.05%	107

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sowa Financial Group's O Position: Q1 2021 in Review

Sowa Financial Group sold out of Realty Income (O) in Q1 2021, closing a stake of 282 shares — an estimated $17K sold.

Sowa Financial Group first reported a position in O in Q4 2019 and held it in 5 quarters. The position peaked at $65K in Q4 2019. 877 funds tracked by Wall St. Rank hold O as of Q1 2021.

Sowa Financial Group reported no remaining Realty Income position as of Q1 2021 after selling out during the quarter.
Sowa Financial Group sold 282 Realty Income shares in Q1 2021, an estimated $17K.
Sowa Financial Group first reported a position in Realty Income in Q4 2019 and held it in 5 quarters.
Sowa Financial Group's Realty Income position peaked at $65K in Q4 2019.
877 funds tracked by Wall St. Rank held Realty Income as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.