AAS
DHC

Avantax Advisory Services’s Diversified Healthcare Trust DHC Stock Holding History

Avantax Advisory Services’s Portfolio DHC Stock Details DHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-61,758
Closed -$217K – 1028
2020
Q3 		$217K Buy
+61,758
New +$241K ﹤0.01% 1194

Other funds holding DHC

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's DHC Position: Q4 2020 in Review

Avantax Advisory Services sold out of Diversified Healthcare Trust (DHC) in Q4 2020, closing a stake of 61,758 shares — an estimated $217K sold.

Avantax Advisory Services first reported a position in DHC in Q3 2020 and held it in 1 quarter. The position peaked at $217K in Q3 2020. 229 funds tracked by Wall St. Rank hold DHC as of Q4 2020.

  • Avantax Advisory Services reported no remaining Diversified Healthcare Trust position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 61,758 Diversified Healthcare Trust shares in Q4 2020, an estimated $217K.
  • Avantax Advisory Services first reported a position in Diversified Healthcare Trust in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Diversified Healthcare Trust position peaked at $217K in Q3 2020.
  • 229 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.