Hoover Financial Advisors’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$51K Sell
1,535
-51
-3% -$1.71K 0.01% 270
2021
Q1
$52K Sell
1,586
-482
-23% -$14.6K 0.01% 262
2020
Q4
$62K Buy
+2,068
New +$60.2K 0.02% 223
2020
Q3
Sell
-2,068
Closed -$57K 267
2020
Q2
$57K Buy
+2,068
New +$52.8K 0.02% 182

Other funds holding DOC

Hoover Financial Advisors's DOC Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Healthpeak Properties (DOC) stake by 3.2% in Q2 2021, selling an estimated $1.71K and leaving 1,535 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #270.

Hoover Financial Advisors first reported a position in DOC in Q2 2020 and has held it in 4 quarters since. The position peaked at $62K in Q4 2020. 582 funds tracked by Wall St. Rank hold DOC as of Q2 2021.

  • Hoover Financial Advisors held 1,535 shares of Healthpeak Properties worth $51K as of Q2 2021.
  • Hoover Financial Advisors sold 51 Healthpeak Properties shares in Q2 2021, an estimated $1.71K.
  • Healthpeak Properties made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #270 holding.
  • Hoover Financial Advisors first reported a position in Healthpeak Properties in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's Healthpeak Properties position peaked at $62K in Q4 2020.
  • 582 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.