TFO Wealth Partners’s Realty Income O Stock Holding History

TFO Wealth Partners’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 Q3	–	Sell	-15	Closed	-$1K	–	380
2022 Q2	$1K	Buy	+15	New	+$1.03K	﹤0.01%	447

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFO Wealth Partners's O Position: Q3 2022 in Review

TFO Wealth Partners sold out of Realty Income (O) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in O in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 1,075 funds tracked by Wall St. Rank hold O as of Q3 2022.

TFO Wealth Partners reported no remaining Realty Income position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 15 Realty Income shares in Q3 2022, an estimated $1K.
TFO Wealth Partners first reported a position in Realty Income in Q2 2022 and held it in 1 quarter.
TFO Wealth Partners's Realty Income position peaked at $1K in Q2 2022.
1,075 funds tracked by Wall St. Rank held Realty Income as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.