Wealth Enhancement Advisory Services
DOC icon

Wealth Enhancement Advisory Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q1 		– Sell
-24,324
Closed -$324K – 2603
2023
Q4 		$324K Buy
+24,324
New +$289K ﹤0.01% 1762

Other funds holding DOC

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IWA
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AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Wealth Enhancement Advisory Services's DOC Position: Q1 2024 in Review

Wealth Enhancement Advisory Services sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 24,324 shares — an estimated $324K sold.

Wealth Enhancement Advisory Services first reported a position in DOC in Q4 2023 and held it in 1 quarter. The position peaked at $324K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Wealth Enhancement Advisory Services reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 24,324 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $324K.
  • Wealth Enhancement Advisory Services first reported a position in PHYSICIANS REALTY TRUST in Q4 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's PHYSICIANS REALTY TRUST position peaked at $324K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.