Antonetti Capital Management’s Welltower WELL Stock Holding History

Antonetti Capital Management’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
2023 Q1	–	Sell	-695	Closed	-$45.6K	–	362
2022 Q4	$45.6K	Hold	695	–	–	0.06%	105
2022 Q3	$45K	Hold	695	–	–	0.05%	105
2022 Q2	$57K	Hold	695	–	–	0.06%	95
2022 Q1	$67K	Hold	695	–	–	0.06%	99
2021 Q4	$60K	Hold	695	–	–	0.05%	146
2021 Q3	$57K	Buy	+695	New	+$59.7K	0.05%	148

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Antonetti Capital Management's WELL Position: Q1 2023 in Review

Antonetti Capital Management sold out of Welltower (WELL) in Q1 2023, closing a stake of 695 shares — an estimated $45.6K sold.

Antonetti Capital Management first reported a position in WELL in Q3 2021 and held it in 6 quarters. The position peaked at $67K in Q1 2022. 775 funds tracked by Wall St. Rank hold WELL as of Q1 2023.

Antonetti Capital Management reported no remaining Welltower position as of Q1 2023 after selling out during the quarter.
Antonetti Capital Management sold 695 Welltower shares in Q1 2023, an estimated $45.6K.
Antonetti Capital Management first reported a position in Welltower in Q3 2021 and held it in 6 quarters.
Antonetti Capital Management's Welltower position peaked at $67K in Q1 2022.
775 funds tracked by Wall St. Rank held Welltower as of Q1 2023.

Based on Antonetti Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.