CWC
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Carolinas Wealth Consulting’s Healthcare Realty HR Stock Holding History

Carolinas Wealth Consulting’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
2022
Q2 		– Sell
-1,726
Closed -$54K – 913
2022
Q1 		$54K Buy
1,726
+17
+1% +$535 0.01% 339
2021
Q4 		$57K Buy
1,709
+16
+0.9% +$534 0.01% 347
2021
Q3 		$50K Buy
1,693
+21
+1% +$612 0.01% 344
2021
Q2 		$45K Buy
1,672
+695
+71% +$19.7K 0.01% 379
2021
Q1 		$27K Buy
977
+11
+1% +$308 0.01% 458
2020
Q4 		$27K Sell
966
-59
-6% -$1.56K 0.01% 429
2020
Q3 		$27K Buy
1,025
+38
+4% +$997 0.01% 359
2020
Q2 		$26K Buy
+987
New +$25.3K 0.01% 262

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carolinas Wealth Consulting's HR Position: Q2 2022 in Review

Carolinas Wealth Consulting sold out of Healthcare Realty (HR) in Q2 2022, closing a stake of 1,726 shares — an estimated $54K sold.

Carolinas Wealth Consulting first reported a position in HR in Q2 2020 and held it in 8 quarters. The position peaked at $57K in Q4 2021. 382 funds tracked by Wall St. Rank hold HR as of Q2 2022.

  • Carolinas Wealth Consulting reported no remaining Healthcare Realty position as of Q2 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,726 Healthcare Realty shares in Q2 2022, an estimated $54K.
  • Carolinas Wealth Consulting first reported a position in Healthcare Realty in Q2 2020 and held it in 8 quarters.
  • Carolinas Wealth Consulting's Healthcare Realty position peaked at $57K in Q4 2021.
  • 382 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2022, filed 16 Aug 2022.