Amplius Wealth Advisors’s Ventas VTR Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-45	Closed	-$2K	–	903
2021 Q4	$2K	Buy	+45	New	+$2.35K	﹤0.01%	863

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

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

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

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

Amplius Wealth Advisors's VTR Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Ventas (VTR) in Q1 2022, closing a stake of 45 shares — an estimated $2K sold.

Amplius Wealth Advisors first reported a position in VTR in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 658 funds tracked by Wall St. Rank hold VTR as of Q1 2022.

Amplius Wealth Advisors reported no remaining Ventas position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 45 Ventas shares in Q1 2022, an estimated $2K.
Amplius Wealth Advisors first reported a position in Ventas in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Ventas position peaked at $2K in Q4 2021.
658 funds tracked by Wall St. Rank held Ventas as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.