AWM
DHC

Aevitas Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History

Aevitas Wealth Management’s Portfolio DHC Stock Details DHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-30
Closed – – 155
2019
Q1 		$0 Hold
30
– – ﹤0.01% 374
2018
Q4 		$0 Hold
30
– – ﹤0.01% 408
2018
Q3 		$1K Hold
30
– – ﹤0.01% 432
2018
Q2 		$1K Hold
30
– – ﹤0.01% 405
2018
Q1 		$0 Hold
30
– – ﹤0.01% 451
2017
Q4 		$1K Buy
+30
New +$574 ﹤0.01% 417

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Aevitas Wealth Management's DHC Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Diversified Healthcare Trust (DHC) in Q2 2019, closing a stake of 30 shares.

Aevitas Wealth Management first reported a position in DHC in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q3 2018. 301 funds tracked by Wall St. Rank hold DHC as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Diversified Healthcare Trust position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 30 Diversified Healthcare Trust shares in Q2 2019.
  • Aevitas Wealth Management first reported a position in Diversified Healthcare Trust in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Diversified Healthcare Trust position peaked at $1K in Q3 2018.
  • 301 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.