Sutton Wealth Advisors’s Realty Income O Stock Holding History

Sutton 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
2023 Q3	$72.4K	Sell	1,450 -17	-1%	-$978	0.04%	197
2023 Q2	$87.7K	Buy	1,467 +295	+25%	+$18K	0.04%	180
2023 Q1	$74.2K	Buy	1,172 +366	+45%	+$23.7K	0.04%	178
2022 Q4	$51.1K	Buy	806 +411	+104%	+$25.5K	0.02%	387
2022 Q3	$23K	Buy	395 +158	+67%	+$10.9K	0.01%	620
2022 Q2	$16.2K	Buy	237 +50	+27%	+$3.44K	0.01%	742
2022 Q1	$13K	Buy	187 +2	+1%	+$136	﹤0.01%	863
2021 Q4	$13.2K	Sell	185 -1	-0.5%	-$69	﹤0.01%	839
2021 Q3	$11.7K	Buy	186 +14	+8%	+$945	﹤0.01%	855
2021 Q2	$11.1K	Hold	172	–	–	﹤0.01%	883
2021 Q1	$10.6K	Buy	172 +7	+4%	+$415	﹤0.01%	865
2020 Q4	$9.95K	Buy	165 +23	+16%	+$1.36K	﹤0.01%	809
2020 Q3	$8.38K	Sell	142 -7	-5%	-$414	﹤0.01%	792
2020 Q2	$8.57K	Buy	149 +7	+5%	+$373	﹤0.01%	744
2020 Q1	$6.88K	Hold	142	–	–	﹤0.01%	758
2019 Q4	$10.2K	Hold	142	–	–	0.01%	817
2019 Q3	$10.6K	Hold	142	–	–	0.01%	772
2019 Q2	$9.52K	Hold	142	–	–	0.01%	778
2019 Q1	$10.2K	Buy	142 +6	+4%	+$398	0.01%	775
2018 Q4	$8.32K	Hold	136	–	–	0.01%	785
2018 Q3	$7.51K	Sell	136 -184	-58%	-$10.1K	﹤0.01%	838
2018 Q2	$16.7K	Hold	320	–	–	0.01%	659
2018 Q1	$16K	Buy	320 +296	+1,233%	+$14.8K	0.01%	655
2017 Q4	$1.31K	Sell	24 -443	-95%	-$24K	﹤0.01%	991
2017 Q3	$25.9K	Hold	467	–	–	0.02%	460
2017 Q2	$25K	Buy	467 +443	+1,846%	+$24.5K	0.02%	452
2017 Q1	$1.37K	Hold	24	–	–	﹤0.01%	956
2016 Q4	$1.32K	Sell	24 -180	-88%	-$10.1K	﹤0.01%	956
2016 Q3	$13.3K	Hold	204	–	–	0.01%	584
2016 Q2	$13.7K	Buy	204 +180	+750%	+$10.9K	0.01%	549
2016 Q1	$1.44K	Buy	+24	New	+$1.34K	﹤0.01%	899

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

Sutton Wealth Advisors's O Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Realty Income (O) stake by 1.2% in Q3 2023, selling an estimated $978 and leaving 1,450 shares worth $72.4K. The position accounts for 0.04% of the portfolio, ranked #197.

Sutton Wealth Advisors first reported a position in O in Q1 2016 and has held it in 31 quarters since. The position peaked at $87.7K in Q2 2023. 1,063 funds tracked by Wall St. Rank hold O as of Q3 2023.

Sutton Wealth Advisors held 1,450 shares of Realty Income worth $72.4K as of Q3 2023.
Sutton Wealth Advisors sold 17 Realty Income shares in Q3 2023, an estimated $978.
Realty Income made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #197 holding.
Sutton Wealth Advisors first reported a position in Realty Income in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Realty Income position peaked at $87.7K in Q2 2023.
1,063 funds tracked by Wall St. Rank held Realty Income as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.