Wealth Alliance Advisory Group’s Realty Income O Stock Holding History

Wealth Alliance Advisory Group’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
2024 Q3	–	Sell	-9,307	Closed	-$492K	–	208
2024 Q2	$492K	Sell	9,307 -197	-2%	-$10.5K	0.11%	106
2024 Q1	$514K	Buy	9,504 +254	+3%	+$13.8K	0.12%	103
2023 Q4	$531K	Sell	9,250 -11	-0.1%	-$577	0.14%	96
2023 Q3	$462K	Buy	9,261 +577	+7%	+$33.2K	0.14%	92
2023 Q2	$519K	Buy	8,684 +229	+3%	+$14K	0.18%	85
2023 Q1	$535K	Buy	8,455 +3,618	+75%	+$234K	0.2%	79
2022 Q4	$307K	Buy	+4,837	New	+$300K	0.12%	115

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

Wealth Alliance Advisory Group's O Position: Q3 2024 in Review

Wealth Alliance Advisory Group sold out of Realty Income (O) in Q3 2024, closing a stake of 9,307 shares — an estimated $492K sold.

Wealth Alliance Advisory Group first reported a position in O in Q4 2022 and held it in 7 quarters. The position peaked at $535K in Q1 2023. 1,240 funds tracked by Wall St. Rank hold O as of Q3 2024.

Wealth Alliance Advisory Group reported no remaining Realty Income position as of Q3 2024 after selling out during the quarter.
Wealth Alliance Advisory Group sold 9,307 Realty Income shares in Q3 2024, an estimated $492K.
Wealth Alliance Advisory Group first reported a position in Realty Income in Q4 2022 and held it in 7 quarters.
Wealth Alliance Advisory Group's Realty Income position peaked at $535K in Q1 2023.
1,240 funds tracked by Wall St. Rank held Realty Income as of Q3 2024.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2024, filed 18 Oct 2024.