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Bernardo Wealth Planning’s Welltower WELL Stock Holding History

Bernardo Wealth Planning’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
Q1 		– Sell
-3,374
Closed -$275K – 166
2019
Q4 		$275K Sell
3,374
-148
-4% -$12.7K 0.17% 125
2019
Q3 		$319K Sell
3,522
-98
-3% -$8.53K 0.23% 111
2019
Q2 		$295K Sell
3,620
-50
-1% -$3.93K 0.23% 110
2019
Q1 		$285K Sell
3,670
-44
-1% -$3.3K 0.23% 113
2018
Q4 		$258K Buy
+3,714
New +$253K 0.23% 109

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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bernardo Wealth Planning's WELL Position: Q1 2020 in Review

Bernardo Wealth Planning sold out of Welltower (WELL) in Q1 2020, closing a stake of 3,374 shares — an estimated $275K sold.

Bernardo Wealth Planning first reported a position in WELL in Q4 2018 and held it in 5 quarters. The position peaked at $319K in Q3 2019. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

  • Bernardo Wealth Planning reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 3,374 Welltower shares in Q1 2020, an estimated $275K.
  • Bernardo Wealth Planning first reported a position in Welltower in Q4 2018 and held it in 5 quarters.
  • Bernardo Wealth Planning's Welltower position peaked at $319K in Q3 2019.
  • 752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Bernardo Wealth Planning's 13F filing for Q1 2020, filed 1 May 2020.