FAG
DHC

Fortitude Advisory Group’s Diversified Healthcare Trust DHC Stock Holding History

Fortitude Advisory Group’s Portfolio DHC Stock Details DHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-264
Closed -$1K – 466
2022
Q1 		$1K Hold
264
– – ﹤0.01% 1432
2021
Q4 		$1K Buy
+264
New +$853 ﹤0.01% 1474

Other funds holding DHC

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
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Fortitude Advisory Group's DHC Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Diversified Healthcare Trust (DHC) in Q2 2022, closing a stake of 264 shares — an estimated $1K sold.

Fortitude Advisory Group first reported a position in DHC in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 242 funds tracked by Wall St. Rank hold DHC as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Diversified Healthcare Trust position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 264 Diversified Healthcare Trust shares in Q2 2022, an estimated $1K.
  • Fortitude Advisory Group first reported a position in Diversified Healthcare Trust in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Diversified Healthcare Trust position peaked at $1K in Q1 2022.
  • 242 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.