Summit Wealth Group’s Realty Income O Stock Holding History

Summit Wealth 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
2023 Q2	–	Sell	-25,328	Closed	–	–	202
2023 Q1	$0	Buy	+25,328	New	+$1.64M	﹤0.01%	229

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Summit Wealth Group's O Position: Q2 2023 in Review

Summit Wealth Group sold out of Realty Income (O) in Q2 2023, closing a stake of 25,328 shares.

Summit Wealth Group first reported a position in O in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 1,097 funds tracked by Wall St. Rank hold O as of Q2 2023.

Summit Wealth Group reported no remaining Realty Income position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 25,328 Realty Income shares in Q2 2023.
Summit Wealth Group first reported a position in Realty Income in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Realty Income position peaked at $0 in Q1 2023.
1,097 funds tracked by Wall St. Rank held Realty Income as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.