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Golden State Wealth Management’s Healthpeak Properties DOC Stock Holding History

Golden State Wealth Management’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
2020
Q2 		– Sell
-426
Closed -$10K – 410
2020
Q1 		$10K Buy
+426
New +$13.9K ﹤0.01% 619
2019
Q4 		– Sell
-426
Closed -$15K – 256
2019
Q3 		$15K Hold
426
– – ﹤0.01% 666
2019
Q2 		$13K Sell
426
-53
-11% -$1.65K ﹤0.01% 690
2019
Q1 		$15K Buy
+479
New +$14.6K 0.01% 680

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Golden State Wealth Management's DOC Position: Q2 2020 in Review

Golden State Wealth Management sold out of Healthpeak Properties (DOC) in Q2 2020, closing a stake of 426 shares — an estimated $10K sold.

Golden State Wealth Management first reported a position in DOC in Q1 2019 and held it in 4 quarters. The position peaked at $15K in Q3 2019. 568 funds tracked by Wall St. Rank hold DOC as of Q2 2020.

  • Golden State Wealth Management reported no remaining Healthpeak Properties position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 426 Healthpeak Properties shares in Q2 2020, an estimated $10K.
  • Golden State Wealth Management first reported a position in Healthpeak Properties in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Healthpeak Properties position peaked at $15K in Q3 2019.
  • 568 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.