NFSG
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Newbridge Financial Services Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Newbridge Financial Services Group’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
2024
Q1 		– Sell
-1,000
Closed -$13.3K – 1337
2023
Q4 		$13.3K Hold
1,000
– – 0.01% 677
2023
Q3 		$12.2K Hold
1,000
– – 0.01% 773
2023
Q2 		$14K Hold
1,000
– – 0.01% 803
2023
Q1 		$14.9K Hold
1,000
– – 0.01% 810
2022
Q4 		$14.5K Sell
1,000
-4,400
-81% -$63.9K 0.01% 814
2022
Q3 		$81K Buy
+5,400
New +$91.2K 0.05% 335

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Newbridge Financial Services Group's DOC Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,000 shares — an estimated $13.3K sold.

Newbridge Financial Services Group first reported a position in DOC in Q3 2022 and held it in 6 quarters. The position peaked at $81K in Q3 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Newbridge Financial Services Group reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,000 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $13.3K.
  • Newbridge Financial Services Group first reported a position in PHYSICIANS REALTY TRUST in Q3 2022 and held it in 6 quarters.
  • Newbridge Financial Services Group's PHYSICIANS REALTY TRUST position peaked at $81K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.