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Stonebridge Financial Planning Group’s Healthpeak Properties DOC Stock Holding History

Stonebridge Financial Planning Group’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
Q2 		– Sell
-100
Closed -$3K – 390
2020
Q1 		$3K Buy
+100
New +$3.26K ﹤0.01% 379

Other funds holding DOC

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Stonebridge Financial Planning Group's DOC Position: Q2 2020 in Review

Stonebridge Financial Planning Group sold out of Healthpeak Properties (DOC) in Q2 2020, closing a stake of 100 shares — an estimated $3K sold.

Stonebridge Financial Planning Group first reported a position in DOC in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 568 funds tracked by Wall St. Rank hold DOC as of Q2 2020.

  • Stonebridge Financial Planning Group reported no remaining Healthpeak Properties position as of Q2 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 100 Healthpeak Properties shares in Q2 2020, an estimated $3K.
  • Stonebridge Financial Planning Group first reported a position in Healthpeak Properties in Q1 2020 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's Healthpeak Properties position peaked at $3K in Q1 2020.
  • 568 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2020, filed 24 Jul 2020.