HWA
DHC

HHM Wealth Advisors’s Diversified Healthcare Trust DHC Stock Holding History

HHM Wealth Advisors’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
2020
Q3 		– Sell
-1,100
Closed -$5K – 512
2020
Q2 		$5K Sell
1,100
-500
-31% -$1.77K ﹤0.01% 406
2020
Q1 		$6K Buy
+1,600
New +$10.5K ﹤0.01% 378

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HHM Wealth Advisors's DHC Position: Q3 2020 in Review

HHM Wealth Advisors sold out of Diversified Healthcare Trust (DHC) in Q3 2020, closing a stake of 1,100 shares — an estimated $5K sold.

HHM Wealth Advisors first reported a position in DHC in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2020. 236 funds tracked by Wall St. Rank hold DHC as of Q3 2020.

  • HHM Wealth Advisors reported no remaining Diversified Healthcare Trust position as of Q3 2020 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,100 Diversified Healthcare Trust shares in Q3 2020, an estimated $5K.
  • HHM Wealth Advisors first reported a position in Diversified Healthcare Trust in Q1 2020 and held it in 2 quarters.
  • HHM Wealth Advisors's Diversified Healthcare Trust position peaked at $6K in Q1 2020.
  • 236 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2020.

Based on HHM Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.