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Paces Ferry Wealth Advisors’s Healthcare Realty HR Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-532
Closed -$14K – 564
2020
Q3 		$14K Buy
+532
New +$14K 0.01% 394

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Healthcare Realty (HR) in Q4 2020, closing a stake of 532 shares — an estimated $14K sold.

Paces Ferry Wealth Advisors first reported a position in HR in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 342 funds tracked by Wall St. Rank hold HR as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Healthcare Realty position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 532 Healthcare Realty shares in Q4 2020, an estimated $14K.
  • Paces Ferry Wealth Advisors first reported a position in Healthcare Realty in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Healthcare Realty position peaked at $14K in Q3 2020.
  • 342 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2020.

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