PFWA
DOC

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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.