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Avantax Planning Partners’s Welltower WELL Stock Holding History

Avantax Planning Partners’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
2020
Q2 		– Sell
-15,558
Closed -$712K – 292
2020
Q1 		$712K Buy
15,558
+4,939
+47% +$364K 0.05% 126
2019
Q4 		$868K Buy
10,619
+116
+1% +$9.93K 0.05% 125
2019
Q3 		$952K Buy
10,503
+819
+8% +$71.3K 0.06% 111
2019
Q2 		$826K Sell
9,684
-102
-1% -$8.02K 0.05% 121
2019
Q1 		$759K Buy
+9,786
New +$734K 0.05% 124
2018
Q4 		– Sell
-466
Closed -$30K – 1190
2018
Q3 		$30K Buy
+466
New +$30.1K ﹤0.01% 613
2018
Q2 		– Sell
-1,373
Closed -$75K – 1478
2018
Q1 		$75K Buy
+1,373
New +$77.5K 0.01% 455

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Planning Partners's WELL Position: Q2 2020 in Review

Avantax Planning Partners sold out of Welltower (WELL) in Q2 2020, closing a stake of 15,558 shares — an estimated $712K sold.

Avantax Planning Partners first reported a position in WELL in Q1 2018 and held it in 7 quarters. The position peaked at $952K in Q3 2019. 731 funds tracked by Wall St. Rank hold WELL as of Q2 2020.

  • Avantax Planning Partners reported no remaining Welltower position as of Q2 2020 after selling out during the quarter.
  • Avantax Planning Partners sold 15,558 Welltower shares in Q2 2020, an estimated $712K.
  • Avantax Planning Partners first reported a position in Welltower in Q1 2018 and held it in 7 quarters.
  • Avantax Planning Partners's Welltower position peaked at $952K in Q3 2019.
  • 731 funds tracked by Wall St. Rank held Welltower as of Q2 2020.

Based on Avantax Planning Partners's 13F filing for Q2 2020, filed 15 Jul 2020.