CWC
DOC

Carolinas Wealth Consulting’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Carolinas Wealth Consulting’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
2022
Q4 		– Sell
-529
Closed -$8K – 1117
2022
Q3 		$8K Buy
529
+7
+1% +$118 ﹤0.01% 616
2022
Q2 		$9K Buy
522
+7
+1% +$124 ﹤0.01% 596
2022
Q1 		$9K Buy
515
+6
+1% +$105 ﹤0.01% 629
2021
Q4 		$10K Buy
+509
New +$9.38K ﹤0.01% 622

Other funds holding DOC

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Carolinas Wealth Consulting's DOC Position: Q4 2022 in Review

Carolinas Wealth Consulting sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2022, closing a stake of 529 shares — an estimated $8K sold.

Carolinas Wealth Consulting first reported a position in DOC in Q4 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 357 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

  • Carolinas Wealth Consulting reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 529 PHYSICIANS REALTY TRUST shares in Q4 2022, an estimated $8K.
  • Carolinas Wealth Consulting first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 4 quarters.
  • Carolinas Wealth Consulting's PHYSICIANS REALTY TRUST position peaked at $10K in Q4 2021.
  • 357 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.