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 $19.9B AUM
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return