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Buck Wealth Strategies’s Welltower WELL Stock Holding History

Buck Wealth Strategies’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
2023
Q4 		– Sell
-36
Closed -$2.91K – 344
2023
Q3 		$2.91K Buy
36
+1
+3% +$82 ﹤0.01% 281
2023
Q2 		$2.85K Hold
35
– – ﹤0.01% 223
2023
Q1 		$2.51K Buy
+35
New +$2.54K ﹤0.01% 172

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buck Wealth Strategies's WELL Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Welltower (WELL) in Q4 2023, closing a stake of 36 shares — an estimated $2.91K sold.

Buck Wealth Strategies first reported a position in WELL in Q1 2023 and held it in 3 quarters. The position peaked at $2.91K in Q3 2023. 933 funds tracked by Wall St. Rank hold WELL as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Welltower position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 36 Welltower shares in Q4 2023, an estimated $2.91K.
  • Buck Wealth Strategies first reported a position in Welltower in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Welltower position peaked at $2.91K in Q3 2023.
  • 933 funds tracked by Wall St. Rank held Welltower as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.