Total Clarity Wealth Management’s Realty Income O Stock Holding History

Total Clarity Wealth 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
2022 Q4	–	Sell	-8,873	Closed	-$516K	–	250
2022 Q3	$516K	Sell	8,873 -151	-2%	-$10.4K	0.32%	83
2022 Q2	$616K	Sell	9,024 -781	-8%	-$53.7K	0.32%	74
2022 Q1	$679K	Sell	9,805 -27	-0.3%	-$1.84K	0.37%	70
2021 Q4	$704K	Sell	9,832 -323	-3%	-$22.2K	0.32%	81
2021 Q3	$638K	Buy	+10,155	New	+$686K	0.3%	86
2021 Q2	–	Sell	-320	Closed	-$20K	–	557
2021 Q1	$20K	Buy	+320	New	+$19K	0.01%	461

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Total Clarity Wealth Management's O Position: Q4 2022 in Review

Total Clarity Wealth Management sold out of Realty Income (O) in Q4 2022, closing a stake of 8,873 shares — an estimated $516K sold.

Total Clarity Wealth Management first reported a position in O in Q1 2021 and held it in 6 quarters. The position peaked at $704K in Q4 2021. 1,116 funds tracked by Wall St. Rank hold O as of Q4 2022.

Total Clarity Wealth Management reported no remaining Realty Income position as of Q4 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 8,873 Realty Income shares in Q4 2022, an estimated $516K.
Total Clarity Wealth Management first reported a position in Realty Income in Q1 2021 and held it in 6 quarters.
Total Clarity Wealth Management's Realty Income position peaked at $704K in Q4 2021.
1,116 funds tracked by Wall St. Rank held Realty Income as of Q4 2022.

Based on Total Clarity Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.