TCWA
O icon

Ten Capital Wealth Advisors’s Realty Income O Stock Holding History

Ten Capital 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
2022
Q4 		– Sell
-150
Closed -$9K – 637
2022
Q3 		$9K Sell
150
-54
-26% -$3.72K ﹤0.01% 320
2022
Q2 		$14K Buy
+204
New +$14K 0.01% 235

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ten Capital Wealth Advisors's O Position: Q4 2022 in Review

Ten Capital Wealth Advisors sold out of Realty Income (O) in Q4 2022, closing a stake of 150 shares — an estimated $9K sold.

Ten Capital Wealth Advisors first reported a position in O in Q2 2022 and held it in 2 quarters. The position peaked at $14K in Q2 2022. 1,116 funds tracked by Wall St. Rank hold O as of Q4 2022.

  • Ten Capital Wealth Advisors reported no remaining Realty Income position as of Q4 2022 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 150 Realty Income shares in Q4 2022, an estimated $9K.
  • Ten Capital Wealth Advisors first reported a position in Realty Income in Q2 2022 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's Realty Income position peaked at $14K in Q2 2022.
  • 1,116 funds tracked by Wall St. Rank held Realty Income as of Q4 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.