AWAG
DOC

ARS Wealth Advisors Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

ARS Wealth Advisors Group’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
2022
Q4 		– Sell
-13,744
Closed -$207K – 159
2022
Q3 		$207K Hold
13,744
– – 0.03% 139
2022
Q2 		$240K Buy
+13,744
New +$243K 0.03% 140

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

ARS Wealth Advisors Group's DOC Position: Q4 2022 in Review

ARS Wealth Advisors Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2022, closing a stake of 13,744 shares — an estimated $207K sold.

ARS Wealth Advisors Group first reported a position in DOC in Q2 2022 and held it in 2 quarters. The position peaked at $240K in Q2 2022. 357 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

  • ARS Wealth Advisors Group reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2022 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 13,744 PHYSICIANS REALTY TRUST shares in Q4 2022, an estimated $207K.
  • ARS Wealth Advisors Group first reported a position in PHYSICIANS REALTY TRUST in Q2 2022 and held it in 2 quarters.
  • ARS Wealth Advisors Group's PHYSICIANS REALTY TRUST position peaked at $240K in Q2 2022.
  • 357 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2022.

Based on ARS Wealth Advisors Group's 13F filing for Q4 2022, filed 13 Feb 2023.