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BBJS Financial Advisors’s Welltower WELL Stock Holding History

BBJS Financial Advisors’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
2024
Q2 		– Sell
-1
Closed -$138 – 188
2024
Q1 		$138 Hold
1
– – ﹤0.01% 134
2023
Q4 		$132 Sell
1
-2
-67% -$174 ﹤0.01% 125
2023
Q3 		$230 Sell
3
-1
-25% -$82 ﹤0.01% 122
2023
Q2 		$344 Sell
4
-8,904
-100% -$686K ﹤0.01% 119
2023
Q1 		$639K Buy
8,908
+2,227
+33% +$162K 0.26% 39
2022
Q4 		$438K Buy
+6,681
New +$430K 0.2% 47

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BBJS Financial Advisors's WELL Position: Q2 2024 in Review

BBJS Financial Advisors sold out of Welltower (WELL) in Q2 2024, closing a stake of 1 share — an estimated $138 sold.

BBJS Financial Advisors first reported a position in WELL in Q4 2022 and held it in 6 quarters. The position peaked at $639K in Q1 2023. 996 funds tracked by Wall St. Rank hold WELL as of Q2 2024.

  • BBJS Financial Advisors reported no remaining Welltower position as of Q2 2024 after selling out during the quarter.
  • BBJS Financial Advisors sold 1 Welltower share in Q2 2024, an estimated $138.
  • BBJS Financial Advisors first reported a position in Welltower in Q4 2022 and held it in 6 quarters.
  • BBJS Financial Advisors's Welltower position peaked at $639K in Q1 2023.
  • 996 funds tracked by Wall St. Rank held Welltower as of Q2 2024.

Based on BBJS Financial Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.