CWC
HR

Carolinas Wealth Consulting’s Healthcare Realty Trust Incorporated 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
2020
Q4 		– Sell
-31
Closed -$1K – 1089
2020
Q3 		$1K Hold
31
– – ﹤0.01% 926
2020
Q2 		$1K Buy
+31
New +$928 ﹤0.01% 647

Other funds holding HR

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Carolinas Wealth Consulting's HR Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2020, closing a stake of 31 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in HR in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 309 funds tracked by Wall St. Rank hold HR as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 31 Healthcare Realty Trust Incorporated shares in Q4 2020, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in Healthcare Realty Trust Incorporated in Q2 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Healthcare Realty Trust Incorporated position peaked at $1K in Q3 2020.
  • 309 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.