GA
DEA

GoalVest Advisory’s Easterly Government Properties DEA Stock Holding History

GoalVest Advisory’s Portfolio DEA Stock Details DEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-120
Closed -$3.44K – 398
2023
Q3 		$3.44K Buy
120
+10
+9% +$343 ﹤0.01% 377
2023
Q2 		$3.99K Buy
+110
New +$3.87K ﹤0.01% 317

Other funds holding DEA

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
FG
Foresight Group London, United Kingdom $566M AUM 10.47% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GoalVest Advisory's DEA Position: Q4 2023 in Review

GoalVest Advisory sold out of Easterly Government Properties (DEA) in Q4 2023, closing a stake of 120 shares — an estimated $3.44K sold.

GoalVest Advisory first reported a position in DEA in Q2 2023 and held it in 2 quarters. The position peaked at $3.99K in Q2 2023. 265 funds tracked by Wall St. Rank hold DEA as of Q4 2023.

  • GoalVest Advisory reported no remaining Easterly Government Properties position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 120 Easterly Government Properties shares in Q4 2023, an estimated $3.44K.
  • GoalVest Advisory first reported a position in Easterly Government Properties in Q2 2023 and held it in 2 quarters.
  • GoalVest Advisory's Easterly Government Properties position peaked at $3.99K in Q2 2023.
  • 265 funds tracked by Wall St. Rank held Easterly Government Properties as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.