Mascoma Wealth Management’s Healthpeak Properties DOC Stock Holding History

Mascoma 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
2023 Q1	–	Sell	-100	Closed	-$2.51K	–	602
2022 Q4	$2.51K	Hold	100	–	–	﹤0.01%	553
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	555
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	543
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	536
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	467
2021 Q3	$3K	Buy	+100	New	+$3.54K	﹤0.01%	407
2021 Q2	–	Sell	-100	Closed	-$3K	–	191
2021 Q1	$3K	Buy	+100	New	+$3.04K	﹤0.01%	404
2019 Q2	–	Sell	-700	Closed	-$22K	–	390
2019 Q1	$22K	Hold	700	–	–	0.01%	215
2018 Q4	$20K	Hold	700	–	–	0.02%	211
2018 Q3	$18K	Hold	700	–	–	0.01%	242
2018 Q2	$18K	Hold	700	–	–	0.01%	229
2018 Q1	$16K	Hold	700	–	–	0.01%	236
2017 Q4	$17K	Hold	700	–	–	0.01%	225
2017 Q3	$19K	Hold	700	–	–	0.01%	234
2017 Q2	$22K	Buy	+700	New	+$22.2K	0.01%	226

Other funds holding DOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Mascoma Wealth Management's DOC Position: Q1 2023 in Review

Mascoma Wealth Management sold out of Healthpeak Properties (DOC) in Q1 2023, closing a stake of 100 shares — an estimated $2.51K sold.

Mascoma Wealth Management first reported a position in DOC in Q2 2017 and held it in 15 quarters. The position peaked at $22K in Q1 2019. 592 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

Mascoma Wealth Management reported no remaining Healthpeak Properties position as of Q1 2023 after selling out during the quarter.
Mascoma Wealth Management sold 100 Healthpeak Properties shares in Q1 2023, an estimated $2.51K.
Mascoma Wealth Management first reported a position in Healthpeak Properties in Q2 2017 and held it in 15 quarters.
Mascoma Wealth Management's Healthpeak Properties position peaked at $22K in Q1 2019.
592 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2023.

Based on Mascoma Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.