BFS
WELL icon

Bard Financial Services’s Welltower WELL Stock Holding History

Bard Financial Services’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
2022
Q2 		– Sell
-2,775
Closed -$267K – 309
2022
Q1 		$267K Sell
2,775
-7,175
-72% -$623K 0.02% 257
2021
Q4 		$853K Sell
9,950
-21,210
-68% -$1.77M 0.07% 162
2021
Q3 		$2.57M Sell
31,160
-9,450
-23% -$812K 0.23% 99
2021
Q2 		$3.38M Sell
40,610
-550
-1% -$42.1K 0.3% 85
2021
Q1 		$2.95M Sell
41,160
-500
-1% -$33.6K 0.29% 87
2020
Q4 		$2.69M Buy
+41,660
New +$2.53M 0.27% 91

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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Norges Bank
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Geode Capital Management
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return