BWA
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BDO Wealth Advisors’s Healthcare Realty HR Stock Holding History

BDO Wealth Advisors’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,250
Closed -$33K – 905
2020
Q2 		$33K Hold
1,250
– – 0.01% 367
2020
Q1 		$30K Buy
+1,250
New +$37.8K 0.01% 395

Other funds holding HR

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

BDO Wealth Advisors's HR Position: Q3 2020 in Review

BDO Wealth Advisors sold out of Healthcare Realty (HR) in Q3 2020, closing a stake of 1,250 shares — an estimated $33K sold.

BDO Wealth Advisors first reported a position in HR in Q1 2020 and held it in 2 quarters. The position peaked at $33K in Q2 2020. 336 funds tracked by Wall St. Rank hold HR as of Q3 2020.

  • BDO Wealth Advisors reported no remaining Healthcare Realty position as of Q3 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,250 Healthcare Realty shares in Q3 2020, an estimated $33K.
  • BDO Wealth Advisors first reported a position in Healthcare Realty in Q1 2020 and held it in 2 quarters.
  • BDO Wealth Advisors's Healthcare Realty position peaked at $33K in Q2 2020.
  • 336 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2020.

Based on BDO Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.