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Old Point Trust & Financial Services N A’s Healthpeak Properties DOC Stock Holding History

Old Point Trust & Financial Services N A’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
Q2 		– Sell
-250
Closed -$4.69K – 407
2024
Q1 		$4.69K Buy
+250
New +$4.54K ﹤0.01% 350

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Old Point Trust & Financial Services N A's DOC Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of Healthpeak Properties (DOC) in Q2 2024, closing a stake of 250 shares — an estimated $4.69K sold.

Old Point Trust & Financial Services N A first reported a position in DOC in Q1 2024 and held it in 1 quarter. The position peaked at $4.69K in Q1 2024. 707 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining Healthpeak Properties position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 250 Healthpeak Properties shares in Q2 2024, an estimated $4.69K.
  • Old Point Trust & Financial Services N A first reported a position in Healthpeak Properties in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's Healthpeak Properties position peaked at $4.69K in Q1 2024.
  • 707 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.