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Patriot Financial Group Insurance Agency’s Healthcare Realty HR Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-200
Closed -$6K – 1066
2022
Q2 		$6K Hold
200
– – ﹤0.01% 1424
2022
Q1 		$6K Hold
200
– – ﹤0.01% 1548
2021
Q4 		$7K Hold
200
– – ﹤0.01% 1607
2021
Q3 		$6K Sell
200
-230
-53% -$6.71K ﹤0.01% 1645
2021
Q2 		$11K Sell
430
-325
-43% -$9.19K ﹤0.01% 1412
2021
Q1 		$21K Buy
755
+325
+76% +$9.09K ﹤0.01% 1060
2020
Q4 		$12K Sell
430
-268
-38% -$7.07K ﹤0.01% 1157
2020
Q3 		$18K Buy
698
+230
+49% +$6.04K 0.01% 830
2020
Q2 		$12K Hold
468
– – ﹤0.01% 903
2020
Q1 		$11K Sell
468
-592
-56% -$17.9K 0.01% 828
2019
Q4 		$32K Hold
1,060
– – 0.01% 578
2019
Q3 		$31K Hold
1,060
– – 0.01% 536
2019
Q2 		$29K Hold
1,060
– – 0.01% 545
2019
Q1 		$30K Hold
1,060
– – 0.02% 471
2018
Q4 		$27K Buy
1,060
+468
+79% +$12.4K 0.02% 422
2018
Q3 		$16K Buy
592
+240
+68% +$6.62K 0.01% 524
2018
Q2 		$9K Sell
352
-665
-65% -$16.9K 0.01% 410
2018
Q1 		$26K Hold
1,017
– – 0.02% 421
2017
Q4 		$29K Buy
1,017
+352
+53% +$10.6K 0.02% 389
2017
Q3 		$20K Hold
665
– – 0.02% 406
2017
Q2 		$20K Buy
+665
New +$21K 0.02% 383

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Healthcare Realty (HR) in Q3 2022, closing a stake of 200 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in HR in Q2 2017 and held it in 21 quarters. The position peaked at $32K in Q4 2019. 394 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Healthcare Realty position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 Healthcare Realty shares in Q3 2022, an estimated $6K.
  • Patriot Financial Group Insurance Agency first reported a position in Healthcare Realty in Q2 2017 and held it in 21 quarters.
  • Patriot Financial Group Insurance Agency's Healthcare Realty position peaked at $32K in Q4 2019.
  • 394 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.