Abundance Wealth Counselors’s Welltower WELL Stock Holding History

Abundance Wealth Counselors’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-50	Closed	-$4K	–	336
2021 Q1	$4K	Buy	+50	New	+$3.36K	﹤0.01%	305

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abundance Wealth Counselors's WELL Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of Welltower (WELL) in Q2 2021, closing a stake of 50 shares — an estimated $4K sold.

Abundance Wealth Counselors first reported a position in WELL in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 756 funds tracked by Wall St. Rank hold WELL as of Q2 2021.

Abundance Wealth Counselors reported no remaining Welltower position as of Q2 2021 after selling out during the quarter.
Abundance Wealth Counselors sold 50 Welltower shares in Q2 2021, an estimated $4K.
Abundance Wealth Counselors first reported a position in Welltower in Q1 2021 and held it in 1 quarter.
Abundance Wealth Counselors's Welltower position peaked at $4K in Q1 2021.
756 funds tracked by Wall St. Rank held Welltower as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.