Avantax Advisory Services
DOC icon

Avantax Advisory Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Avantax Advisory Services’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
-10,709
Closed -$143K – 1751
2023
Q4 		$143K Buy
10,709
+490
+5% +$5.82K ﹤0.01% 1509
2023
Q3 		$125K Buy
10,219
+79
+0.8% +$1.09K ﹤0.01% 1480
2023
Q2 		$142K Buy
+10,140
New +$144K ﹤0.01% 1426

Other funds holding DOC

CIBC World Markets
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
Ameritas Investment Partners
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Vinva Investment Management
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Avantax Advisory Services's DOC Position: Q1 2024 in Review

Avantax Advisory Services sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 10,709 shares — an estimated $143K sold.

Avantax Advisory Services first reported a position in DOC in Q2 2023 and held it in 3 quarters. The position peaked at $143K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Avantax Advisory Services reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 10,709 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $143K.
  • Avantax Advisory Services first reported a position in PHYSICIANS REALTY TRUST in Q2 2023 and held it in 3 quarters.
  • Avantax Advisory Services's PHYSICIANS REALTY TRUST position peaked at $143K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.