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Ashton Thomas Private Wealth’s Healthpeak Properties DOC Stock Holding History

Ashton Thomas Private Wealth’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
Q3 		– Sell
-827
Closed -$16.2K – 931
2024
Q2 		$16.2K Buy
+827
New +$15.8K ﹤0.01% 1208

Other funds holding DOC

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Ashton Thomas Private Wealth's DOC Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Healthpeak Properties (DOC) in Q3 2024, closing a stake of 827 shares — an estimated $16.2K sold.

Ashton Thomas Private Wealth first reported a position in DOC in Q2 2024 and held it in 1 quarter. The position peaked at $16.2K in Q2 2024. 733 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Healthpeak Properties position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 827 Healthpeak Properties shares in Q3 2024, an estimated $16.2K.
  • Ashton Thomas Private Wealth first reported a position in Healthpeak Properties in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Healthpeak Properties position peaked at $16.2K in Q2 2024.
  • 733 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.