AWS
DOC

Atria Wealth Solutions’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Atria Wealth Solutions’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
-58,395
Closed -$777K – 2090
2023
Q4 		$777K Buy
58,395
+2,625
+5% +$31.2K 0.01% 985
2023
Q3 		$680K Buy
55,770
+19,819
+55% +$274K 0.01% 995
2023
Q2 		$503K Buy
35,951
+484
+1% +$6.88K 0.01% 1156
2023
Q1 		$530K Sell
35,467
-22,187
-38% -$335K 0.01% 1099
2022
Q4 		$834K Buy
57,654
+32
+0.1% +$465 0.01% 837
2022
Q3 		$867K Buy
57,622
+1,972
+4% +$33.3K 0.02% 768
2022
Q2 		$971K Buy
55,650
+32,560
+141% +$575K 0.02% 706
2022
Q1 		$410K Buy
+23,090
New +$406K 0.01% 1172

Other funds holding DOC

CWM
CIBC World Markets New York $19.9B 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 $1.83B 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