TD Ameritrade Investment Management’s Realty Income O Stock Holding History

TD Ameritrade Investment Management’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	–	Sell	-2,400	Closed	-$143K	–	333
2023 Q2	$143K	Sell	2,400 -364	-13%	-$22.2K	﹤0.01%	195
2023 Q1	$175K	Sell	2,764 -872	-24%	-$56.5K	﹤0.01%	187
2022 Q4	$231K	Buy	3,636 +3,437	+1,727%	+$213K	﹤0.01%	188
2022 Q3	$12K	Buy	+199	New	+$13.7K	﹤0.01%	371
2021 Q4	–	Sell	-140	Closed	-$8K	–	679
2021 Q3	$8K	Buy	140 +11	+9%	+$743	﹤0.01%	469
2021 Q2	$8K	Sell	129 -11	-8%	-$723	﹤0.01%	491
2021 Q1	$8K	Hold	140	–	–	﹤0.01%	491
2020 Q4	$8K	Hold	140	–	–	﹤0.01%	491
2020 Q3	$8K	Hold	140	–	–	﹤0.01%	469
2020 Q2	$8K	Sell	140 -14	-9%	-$746	﹤0.01%	456
2020 Q1	$7K	Buy	154 +34	+28%	+$2.37K	﹤0.01%	460
2019 Q4	$9K	Sell	120 -4	-3%	-$298	﹤0.01%	473
2019 Q3	$9K	Buy	+124	New	+$8.7K	﹤0.01%	454

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

TD Ameritrade Investment Management's O Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Realty Income (O) in Q3 2023, closing a stake of 2,400 shares — an estimated $143K sold.

TD Ameritrade Investment Management first reported a position in O in Q3 2019 and held it in 13 quarters. The position peaked at $231K in Q4 2022. 1,062 funds tracked by Wall St. Rank hold O as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Realty Income position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 2,400 Realty Income shares in Q3 2023, an estimated $143K.
TD Ameritrade Investment Management first reported a position in Realty Income in Q3 2019 and held it in 13 quarters.
TD Ameritrade Investment Management's Realty Income position peaked at $231K in Q4 2022.
1,062 funds tracked by Wall St. Rank held Realty Income as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.