Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Healthpeak Properties DOC Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-189
Closed -$3.47K – 154
2023
Q3 		$3.47K Buy
+189
New +$3.88K ﹤0.01% 420

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Geode Capital Management
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CIM
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RC
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Legacy Financial Group (Iowa)'s DOC Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Healthpeak Properties (DOC) in Q4 2023, closing a stake of 189 shares — an estimated $3.47K sold.

Legacy Financial Group (Iowa) first reported a position in DOC in Q3 2023 and held it in 1 quarter. The position peaked at $3.47K in Q3 2023. 613 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Healthpeak Properties position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 189 Healthpeak Properties shares in Q4 2023, an estimated $3.47K.
  • Legacy Financial Group (Iowa) first reported a position in Healthpeak Properties in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Healthpeak Properties position peaked at $3.47K in Q3 2023.
  • 613 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.