WP
DHC

WealthShield Partners’s Diversified Healthcare Trust DHC Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-9,678
Closed -$40K – 343
2021
Q2 		$40K Buy
9,678
+9,378
+3,126% +$38.7K 0.01% 519
2021
Q1 		$1K Buy
+300
New +$1.38K ﹤0.01% 1107

Other funds holding DHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WealthShield Partners's DHC Position: Q3 2021 in Review

WealthShield Partners sold out of Diversified Healthcare Trust (DHC) in Q3 2021, closing a stake of 9,678 shares — an estimated $40K sold.

WealthShield Partners first reported a position in DHC in Q1 2021 and held it in 2 quarters. The position peaked at $40K in Q2 2021. 224 funds tracked by Wall St. Rank hold DHC as of Q3 2021.

  • WealthShield Partners reported no remaining Diversified Healthcare Trust position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 9,678 Diversified Healthcare Trust shares in Q3 2021, an estimated $40K.
  • WealthShield Partners first reported a position in Diversified Healthcare Trust in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Diversified Healthcare Trust position peaked at $40K in Q2 2021.
  • 224 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.