Claraphi Advisory Network’s Welltower WELL Stock Holding History

Claraphi Advisory Network’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	-600	Closed	-$27K	–	1191
2020 Q1	$27K	Buy	+600	New	+$44.3K	0.01%	583

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claraphi Advisory Network's WELL Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Welltower (WELL) in Q2 2020, closing a stake of 600 shares — an estimated $27K sold.

Claraphi Advisory Network first reported a position in WELL in Q1 2020 and held it in 1 quarter. The position peaked at $27K in Q1 2020. 731 funds tracked by Wall St. Rank hold WELL as of Q2 2020.

Claraphi Advisory Network reported no remaining Welltower position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 600 Welltower shares in Q2 2020, an estimated $27K.
Claraphi Advisory Network first reported a position in Welltower in Q1 2020 and held it in 1 quarter.
Claraphi Advisory Network's Welltower position peaked at $27K in Q1 2020.
731 funds tracked by Wall St. Rank held Welltower as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.