AF
DOC

Allworth Financial’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Allworth Financial’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
Q1 		– Sell
-374
Closed -$4.98K – 3723
2023
Q4 		$4.98K Sell
374
-1,054
-74% -$12.5K ﹤0.01% 2281
2023
Q3 		$17.4K Buy
1,428
+22
+2% +$304 ﹤0.01% 1616
2023
Q2 		$19.7K Buy
1,406
+945
+205% +$13.4K ﹤0.01% 1552
2023
Q1 		$6.88K Buy
461
+194
+73% +$2.93K ﹤0.01% 1926
2022
Q4 		$3.86K Sell
267
-95
-26% -$1.38K ﹤0.01% 2004
2022
Q3 		$5K Buy
+362
New +$6.11K ﹤0.01% 1914
2021
Q4 		– Sell
-166
Closed -$3K – 2226
2021
Q3 		$3K Hold
166
– – ﹤0.01% 1648
2021
Q2 		$3K Hold
166
– – ﹤0.01% 1347
2021
Q1 		$3K Buy
166
+56
+51% +$994 ﹤0.01% 1277
2020
Q4 		$2K Buy
+110
New +$1.97K ﹤0.01% 1230
2017
Q2 		– Sell
-24
Closed – – 874
2017
Q1 		$0 Buy
+24
New +$458 ﹤0.01% 869

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Allworth Financial's DOC Position: Q1 2024 in Review

Allworth Financial sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 374 shares — an estimated $4.98K sold.

Allworth Financial first reported a position in DOC in Q1 2017 and held it in 11 quarters. The position peaked at $19.7K in Q2 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Allworth Financial reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Allworth Financial sold 374 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $4.98K.
  • Allworth Financial first reported a position in PHYSICIANS REALTY TRUST in Q1 2017 and held it in 11 quarters.
  • Allworth Financial's PHYSICIANS REALTY TRUST position peaked at $19.7K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Allworth Financial's 13F filing for Q1 2024, filed 25 Apr 2024.