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Coppell Advisory Solutions Corp’s Welltower WELL Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-300
Closed -$19.7K – 1084
2022
Q4 		$19.7K Buy
+300
New +$19.3K 0.01% 505

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Fidelity Investments
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Coppell Advisory Solutions Corp's WELL Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Welltower (WELL) in Q1 2023, closing a stake of 300 shares — an estimated $19.7K sold.

Coppell Advisory Solutions Corp first reported a position in WELL in Q4 2022 and held it in 1 quarter. The position peaked at $19.7K in Q4 2022. 775 funds tracked by Wall St. Rank hold WELL as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Welltower position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 300 Welltower shares in Q1 2023, an estimated $19.7K.
  • Coppell Advisory Solutions Corp first reported a position in Welltower in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Welltower position peaked at $19.7K in Q4 2022.
  • 775 funds tracked by Wall St. Rank held Welltower as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.