PFWA
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Paces Ferry Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-916
Closed -$16K – 1318
2020
Q3 		$16K Buy
+916
New +$16.3K 0.01% 372

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Paces Ferry Wealth Advisors's DOC Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2020, closing a stake of 916 shares — an estimated $16K sold.

Paces Ferry Wealth Advisors first reported a position in DOC in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 916 PHYSICIANS REALTY TRUST shares in Q4 2020, an estimated $16K.
  • Paces Ferry Wealth Advisors first reported a position in PHYSICIANS REALTY TRUST in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's PHYSICIANS REALTY TRUST position peaked at $16K in Q3 2020.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.