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Abound Wealth Management’s Healthpeak Properties DOC Stock Holding History

Abound Wealth Management’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-28
Closed -$557 – 1308
2024
Q2 		$557 Buy
+28
New +$535 ﹤0.01% 798
2023
Q4 		– Sell
-126
Closed -$2.32K – 1370
2023
Q3 		$2.32K Sell
126
-30
-19% -$616 ﹤0.01% 599
2023
Q2 		$3.13K Buy
156
+30
+24% +$623 ﹤0.01% 586
2023
Q1 		$2.78K Hold
126
– – ﹤0.01% 537
2022
Q4 		$3.17K Buy
126
+92
+271% +$2.24K ﹤0.01% 442
2022
Q3 		$788 Buy
+34
New +$898 ﹤0.01% 628

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Abound Wealth Management's DOC Position: Q3 2024 in Review

Abound Wealth Management sold out of Healthpeak Properties (DOC) in Q3 2024, closing a stake of 28 shares — an estimated $557 sold.

Abound Wealth Management first reported a position in DOC in Q3 2022 and held it in 6 quarters. The position peaked at $3.17K in Q4 2022. 734 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

  • Abound Wealth Management reported no remaining Healthpeak Properties position as of Q3 2024 after selling out during the quarter.
  • Abound Wealth Management sold 28 Healthpeak Properties shares in Q3 2024, an estimated $557.
  • Abound Wealth Management first reported a position in Healthpeak Properties in Q3 2022 and held it in 6 quarters.
  • Abound Wealth Management's Healthpeak Properties position peaked at $3.17K in Q4 2022.
  • 734 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.