Allworth Financial’s Healthcare Realty Trust Incorporated HR Stock Holding History

Allworth Financial’s Portfolio HR Stock Details HR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-259	Closed	-$7K	–	3291
2022 Q2	$7K	Buy	259 +4	+2%	+$112	﹤0.01%	1689
2022 Q1	$7K	Sell	255 -259	-50%	-$7.63K	﹤0.01%	1578
2021 Q4	$16K	Buy	514 +259	+102%	+$8.3K	﹤0.01%	1214
2021 Q3	$8K	Hold	255	–	–	﹤0.01%	1423
2021 Q2	$8K	Hold	255	–	–	﹤0.01%	1116
2021 Q1	$8K	Hold	255	–	–	﹤0.01%	1048
2020 Q4	$8K	Hold	255	–	–	﹤0.01%	905
2020 Q3	$8K	Hold	255	–	–	﹤0.01%	775
2020 Q2	$7K	Hold	255	–	–	﹤0.01%	815
2020 Q1	$7K	Hold	255	–	–	﹤0.01%	814
2019 Q4	$9K	Hold	255	–	–	﹤0.01%	680
2019 Q3	$9K	Hold	255	–	–	﹤0.01%	611
2019 Q2	$8K	Hold	255	–	–	﹤0.01%	627
2019 Q1	$8K	Hold	255	–	–	﹤0.01%	614
2018 Q4	$7K	Hold	255	–	–	﹤0.01%	584
2018 Q3	$7K	Hold	255	–	–	﹤0.01%	619
2018 Q2	$7K	Hold	255	–	–	﹤0.01%	585
2018 Q1	$7K	Hold	255	–	–	﹤0.01%	552
2017 Q4	$8K	Hold	255	–	–	﹤0.01%	517
2017 Q3	$8K	Hold	255	–	–	﹤0.01%	513
2017 Q2	$9K	Hold	255	–	–	﹤0.01%	496
2017 Q1	$8K	Hold	255	–	–	﹤0.01%	484
2016 Q4	$8K	Hold	255	–	–	﹤0.01%	434
2016 Q3	$9K	Hold	255	–	–	﹤0.01%	436
2016 Q2	$9K	Hold	255	–	–	﹤0.01%	409
2016 Q1	$8K	Hold	255	–	–	﹤0.01%	412
2015 Q4	$7K	Hold	255	–	–	﹤0.01%	421
2015 Q3	$6K	Hold	255	–	–	﹤0.01%	444
2015 Q2	$6K	Hold	255	–	–	﹤0.01%	430
2015 Q1	$7K	Buy	+255	New	+$7.27K	﹤0.01%	425

Other funds holding HR

CWM

CIBC World Markets New York $20.8B AUM

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

RIM

Redpoint Investment Management Sydney, NSW, Australia $684M AUM 13.14% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's HR Position: Q3 2022 in Review

Allworth Financial sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 259 shares — an estimated $7K sold.

Allworth Financial first reported a position in HR in Q1 2015 and held it in 30 quarters. The position peaked at $16K in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

Allworth Financial reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
Allworth Financial sold 259 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $7K.
Allworth Financial first reported a position in Healthcare Realty Trust Incorporated in Q1 2015 and held it in 30 quarters.
Allworth Financial's Healthcare Realty Trust Incorporated position peaked at $16K in Q4 2021.
7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Allworth Financial's 13F filing for Q3 2022, filed 18 Oct 2022.