Accurate Wealth Management’s Ventas VTR Stock Holding History

Accurate Wealth Management’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
2023 Q1	–	Sell	-63	Closed	-$3.01K	–	1440
2022 Q4	$3.01K	Buy	+63	New	+$2.66K	﹤0.01%	1119

Other funds holding VTR

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

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accurate Wealth Management's VTR Position: Q1 2023 in Review

Accurate Wealth Management sold out of Ventas (VTR) in Q1 2023, closing a stake of 63 shares — an estimated $3.01K sold.

Accurate Wealth Management first reported a position in VTR in Q4 2022 and held it in 1 quarter. The position peaked at $3.01K in Q4 2022. 619 funds tracked by Wall St. Rank hold VTR as of Q1 2023.

Accurate Wealth Management reported no remaining Ventas position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 63 Ventas shares in Q1 2023, an estimated $3.01K.
Accurate Wealth Management first reported a position in Ventas in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Ventas position peaked at $3.01K in Q4 2022.
619 funds tracked by Wall St. Rank held Ventas as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.