Alterna Wealth Management’s Ventas VTR Stock Holding History

Alterna 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
2019 Q1	–	Sell	-3,011	Closed	-$209K	–	326
2018 Q4	$209K	Buy	+3,011	New	+$178K	0.03%	334

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

AAMU

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Alterna Wealth Management's VTR Position: Q1 2019 in Review

Alterna Wealth Management sold out of Ventas (VTR) in Q1 2019, closing a stake of 3,011 shares — an estimated $209K sold.

Alterna Wealth Management first reported a position in VTR in Q4 2018 and held it in 1 quarter. The position peaked at $209K in Q4 2018. 764 funds tracked by Wall St. Rank hold VTR as of Q1 2019.

Alterna Wealth Management reported no remaining Ventas position as of Q1 2019 after selling out during the quarter.
Alterna Wealth Management sold 3,011 Ventas shares in Q1 2019, an estimated $209K.
Alterna Wealth Management first reported a position in Ventas in Q4 2018 and held it in 1 quarter.
Alterna Wealth Management's Ventas position peaked at $209K in Q4 2018.
764 funds tracked by Wall St. Rank held Ventas as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.