CAS
DOC

Coppell Advisory Solutions’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Coppell Advisory Solutions’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
Q3 		– Sell
-11,644
Closed -$228K – 1986
2024
Q2 		$228K Buy
+11,644
New +$228K 0.04% 234
2023
Q4 		$232K Buy
17,463
+3,853
+28% +$45.8K 0.05% 245
2023
Q3 		$197K Sell
13,610
-2,022
-13% -$27.9K 0.07% 161
2023
Q2 		$219K Buy
15,632
+2,114
+16% +$30K 0.06% 180
2023
Q1 		$200K Sell
13,518
-92
-0.7% -$1.39K 0.07% 191
2022
Q4 		$197K Buy
+13,610
New +$198K 0.07% 166

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B AUM
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Coppell Advisory Solutions's DOC Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2024, closing a stake of 11,644 shares — an estimated $228K sold.

Coppell Advisory Solutions first reported a position in DOC in Q4 2022 and held it in 6 quarters. The position peaked at $232K in Q4 2023. 4 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 11,644 PHYSICIANS REALTY TRUST shares in Q3 2024, an estimated $228K.
  • Coppell Advisory Solutions first reported a position in PHYSICIANS REALTY TRUST in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's PHYSICIANS REALTY TRUST position peaked at $232K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.