Tyler-Stone Wealth Management’s Realty Income O Stock Holding History

Tyler-Stone 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	-800	Closed	-$47K	–	892
2022 Q3	$47K	Hold	800	–	–	0.04%	303
2022 Q2	$55K	Hold	800	–	–	0.04%	305
2022 Q1	$55K	Hold	800	–	–	0.03%	329
2021 Q4	$57K	Buy	+800	New	+$55K	0.03%	337

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

Tyler-Stone Wealth Management's O Position: Q4 2022 in Review

Tyler-Stone Wealth Management sold out of Realty Income (O) in Q4 2022, closing a stake of 800 shares — an estimated $47K sold.

Tyler-Stone Wealth Management first reported a position in O in Q4 2021 and held it in 4 quarters. The position peaked at $57K in Q4 2021. 1,116 funds tracked by Wall St. Rank hold O as of Q4 2022.

Tyler-Stone Wealth Management reported no remaining Realty Income position as of Q4 2022 after selling out during the quarter.
Tyler-Stone Wealth Management sold 800 Realty Income shares in Q4 2022, an estimated $47K.
Tyler-Stone Wealth Management first reported a position in Realty Income in Q4 2021 and held it in 4 quarters.
Tyler-Stone Wealth Management's Realty Income position peaked at $57K in Q4 2021.
1,116 funds tracked by Wall St. Rank held Realty Income as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.