SWS
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SYSTM Wealth Solutions’s Realty Income O Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-147
Closed -$7.76K – 461
2024
Q2 		$7.76K Sell
147
-348
-70% -$18.6K ﹤0.01% 517
2024
Q1 		$26.9K Sell
495
-350
-41% -$19K ﹤0.01% 665
2023
Q4 		$48.7K Buy
+845
New +$44.4K 0.01% 589

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SYSTM Wealth Solutions's O Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Realty Income (O) in Q3 2024, closing a stake of 147 shares — an estimated $7.76K sold.

SYSTM Wealth Solutions first reported a position in O in Q4 2023 and held it in 3 quarters. The position peaked at $48.7K in Q4 2023. 1,240 funds tracked by Wall St. Rank hold O as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Realty Income position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 147 Realty Income shares in Q3 2024, an estimated $7.76K.
  • SYSTM Wealth Solutions first reported a position in Realty Income in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Realty Income position peaked at $48.7K in Q4 2023.
  • 1,240 funds tracked by Wall St. Rank held Realty Income as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.