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Clarus Wealth Advisors’s Welltower WELL Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-129
Closed -$11K – 549
2019
Q2 		$11K Hold
129
– – 0.01% 433
2019
Q1 		$10K Buy
129
+1
+0.8% +$75 0.01% 527
2018
Q4 		$9K Buy
128
+1
+0.8% +$68 0.01% 533
2018
Q3 		$8K Buy
127
+1
+0.8% +$65 0.01% 571
2018
Q2 		$7K Buy
+126
New +$7.02K 0.01% 584

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Clarus Wealth Advisors's WELL Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Welltower (WELL) in Q3 2019, closing a stake of 129 shares — an estimated $11K sold.

Clarus Wealth Advisors first reported a position in WELL in Q2 2018 and held it in 5 quarters. The position peaked at $11K in Q2 2019. 817 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Welltower position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 129 Welltower shares in Q3 2019, an estimated $11K.
  • Clarus Wealth Advisors first reported a position in Welltower in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Welltower position peaked at $11K in Q2 2019.
  • 817 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.