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Ables Iannone Moore & Associates’s Ventas VTR Stock Holding History

Ables Iannone Moore & Associates’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-370
Closed -$18.4K – 287
2023
Q4 		$18.4K Buy
+370
New +$16.6K 0.01% 145

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ables Iannone Moore & Associates's VTR Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Ventas (VTR) in Q1 2024, closing a stake of 370 shares — an estimated $18.4K sold.

Ables Iannone Moore & Associates first reported a position in VTR in Q4 2023 and held it in 1 quarter. The position peaked at $18.4K in Q4 2023. 650 funds tracked by Wall St. Rank hold VTR as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Ventas position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 370 Ventas shares in Q1 2024, an estimated $18.4K.
  • Ables Iannone Moore & Associates first reported a position in Ventas in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Ventas position peaked at $18.4K in Q4 2023.
  • 650 funds tracked by Wall St. Rank held Ventas as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.