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Global Wealth Management Investment Advisory’s Healthcare Realty HR Stock Holding History

Global Wealth Management Investment Advisory’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
Q3 		– Sell
-75
Closed -$2K – 519
2020
Q2 		$2K Hold
75
– – ﹤0.01% 509
2020
Q1 		$2K Hold
75
– – ﹤0.01% 506
2019
Q4 		$2K Sell
75
-527
-88% -$15.8K ﹤0.01% 513
2019
Q3 		$18K Buy
602
+527
+703% +$14.7K 0.01% 260
2019
Q2 		$2K Hold
75
– – ﹤0.01% 568
2019
Q1 		$2K Hold
75
– – ﹤0.01% 553
2018
Q4 		$2K Buy
+75
New +$1.99K ﹤0.01% 584

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Global Wealth Management Investment Advisory's HR Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Healthcare Realty (HR) in Q3 2020, closing a stake of 75 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in HR in Q4 2018 and held it in 7 quarters. The position peaked at $18K in Q3 2019. 337 funds tracked by Wall St. Rank hold HR as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Healthcare Realty position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 75 Healthcare Realty shares in Q3 2020, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in Healthcare Realty in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's Healthcare Realty position peaked at $18K in Q3 2019.
  • 337 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.