VFA
DHC

Valeo Financial Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Valeo Financial Advisors’s Portfolio DHC Stock Details DHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-25
Closed – – 2060
2020
Q4 		$0 Buy
+25
New +$99 ﹤0.01% 1706

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Bank of New York Mellon
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Geode Capital Management
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CIM
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Northern Trust
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Dimensional Fund Advisors
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Valeo Financial Advisors's DHC Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Diversified Healthcare Trust (DHC) in Q1 2021, closing a stake of 25 shares.

Valeo Financial Advisors first reported a position in DHC in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 226 funds tracked by Wall St. Rank hold DHC as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Diversified Healthcare Trust position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 25 Diversified Healthcare Trust shares in Q1 2021.
  • Valeo Financial Advisors first reported a position in Diversified Healthcare Trust in Q4 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Diversified Healthcare Trust position peaked at $0 in Q4 2020.
  • 226 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.