ARS Wealth Advisors’s Ventas VTR Stock Holding History

ARS 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
2017 Q1	–	Sell	-6,144	Closed	-$384K	–	118
2016 Q4	$384K	Sell	6,144 -202	-3%	-$12.8K	0.17%	63
2016 Q3	$448K	Sell	6,346 -241	-4%	-$17.5K	0.19%	54
2016 Q2	$480K	Buy	+6,587	New	+$434K	0.2%	50

Other funds holding VTR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

ARS Wealth Advisors's VTR Position: Q1 2017 in Review

ARS Wealth Advisors sold out of Ventas (VTR) in Q1 2017, closing a stake of 6,144 shares — an estimated $384K sold.

ARS Wealth Advisors first reported a position in VTR in Q2 2016 and held it in 3 quarters. The position peaked at $480K in Q2 2016. 631 funds tracked by Wall St. Rank hold VTR as of Q1 2017.

ARS Wealth Advisors reported no remaining Ventas position as of Q1 2017 after selling out during the quarter.
ARS Wealth Advisors sold 6,144 Ventas shares in Q1 2017, an estimated $384K.
ARS Wealth Advisors first reported a position in Ventas in Q2 2016 and held it in 3 quarters.
ARS Wealth Advisors's Ventas position peaked at $480K in Q2 2016.
631 funds tracked by Wall St. Rank held Ventas as of Q1 2017.

Based on ARS Wealth Advisors's 13F filing for Q1 2017, filed 11 Jun 2021.