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Clear Perspectives Financial Planning’s Welltower WELL Stock Holding History

Clear Perspectives Financial 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
2022
Q3 		– Sell
-50
Closed -$4K – 242
2022
Q2 		$4K Hold
50
– – ﹤0.01% 189
2022
Q1 		$5K Hold
50
– – ﹤0.01% 186
2021
Q4 		$4K Hold
50
– – ﹤0.01% 201
2021
Q3 		$4K Buy
+50
New +$4.3K ﹤0.01% 187

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Clear Perspectives Financial Planning's WELL Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of Welltower (WELL) in Q3 2022, closing a stake of 50 shares — an estimated $4K sold.

Clear Perspectives Financial Planning first reported a position in WELL in Q3 2021 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 785 funds tracked by Wall St. Rank hold WELL as of Q3 2022.

  • Clear Perspectives Financial Planning reported no remaining Welltower position as of Q3 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 50 Welltower shares in Q3 2022, an estimated $4K.
  • Clear Perspectives Financial Planning first reported a position in Welltower in Q3 2021 and held it in 4 quarters.
  • Clear Perspectives Financial Planning's Welltower position peaked at $5K in Q1 2022.
  • 785 funds tracked by Wall St. Rank held Welltower as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.