Lucia Wealth Services’s Healthcare Realty HR Stock Holding History

Lucia Wealth Services’s Portfolio HR Stock Details HR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-500	Closed	-$12K	–	182
2020 Q1	$12K	Hold	500	–	–	﹤0.01%	182
2019 Q4	$15K	Hold	500	–	–	﹤0.01%	174
2019 Q3	$15K	Hold	500	–	–	0.01%	155
2019 Q2	$14K	Hold	500	–	–	﹤0.01%	163
2019 Q1	$14K	Buy	+500	New	+$13.9K	﹤0.01%	177
2018 Q4	–	Sell	-500	Closed	-$13K	–	195
2018 Q3	$13K	Hold	500	–	–	﹤0.01%	205
2018 Q2	$13K	Hold	500	–	–	0.01%	190
2018 Q1	$13K	Buy	+500	New	+$13.3K	﹤0.01%	182

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Lucia Wealth Services's HR Position: Q2 2020 in Review

Lucia Wealth Services sold out of Healthcare Realty (HR) in Q2 2020, closing a stake of 500 shares — an estimated $12K sold.

Lucia Wealth Services first reported a position in HR in Q1 2018 and held it in 8 quarters. The position peaked at $15K in Q4 2019. 334 funds tracked by Wall St. Rank hold HR as of Q2 2020.

Lucia Wealth Services reported no remaining Healthcare Realty position as of Q2 2020 after selling out during the quarter.
Lucia Wealth Services sold 500 Healthcare Realty shares in Q2 2020, an estimated $12K.
Lucia Wealth Services first reported a position in Healthcare Realty in Q1 2018 and held it in 8 quarters.
Lucia Wealth Services's Healthcare Realty position peaked at $15K in Q4 2019.
334 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2020.

Based on Lucia Wealth Services's 13F filing for Q2 2020, filed 29 Jul 2020.