AWA
DOC

Artemis Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Artemis Wealth Advisors’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
2023
Q1 		– Sell
-26
Closed -$376 – 95
2022
Q4 		$376 Hold
26
– – ﹤0.01% 85
2022
Q3 		$391 Hold
26
– – ﹤0.01% 102
2022
Q2 		$454 Buy
+26
New +$459 ﹤0.01% 126

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Artemis Wealth Advisors's DOC Position: Q1 2023 in Review

Artemis Wealth Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2023, closing a stake of 26 shares — an estimated $376 sold.

Artemis Wealth Advisors first reported a position in DOC in Q2 2022 and held it in 3 quarters. The position peaked at $454 in Q2 2022. 360 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

  • Artemis Wealth Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2023 after selling out during the quarter.
  • Artemis Wealth Advisors sold 26 PHYSICIANS REALTY TRUST shares in Q1 2023, an estimated $376.
  • Artemis Wealth Advisors first reported a position in PHYSICIANS REALTY TRUST in Q2 2022 and held it in 3 quarters.
  • Artemis Wealth Advisors's PHYSICIANS REALTY TRUST position peaked at $454 in Q2 2022.
  • 360 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2023.

Based on Artemis Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.