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Evolution Wealth Advisors’s Welltower WELL Stock Holding History

Evolution 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
2021
Q4 		– Sell
-50
Closed -$4K – 626
2021
Q3 		$4K Hold
50
– – ﹤0.01% 578
2021
Q2 		$4K Hold
50
– – ﹤0.01% 566
2021
Q1 		$4K Hold
50
– – ﹤0.01% 574
2020
Q4 		$3K Hold
50
– – ﹤0.01% 546
2020
Q3 		$3K Hold
50
– – ﹤0.01% 518
2020
Q2 		$3K Buy
+50
New +$2.46K ﹤0.01% 458
2020
Q1 		– Sell
-51
Closed -$4K – 646
2019
Q4 		$4K Buy
+51
New +$4.37K ﹤0.01% 472
2019
Q3 		– Sell
-30
Closed -$2K – 592
2019
Q2 		$2K Buy
+30
New +$2.36K ﹤0.01% 450

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Evolution Wealth Advisors's WELL Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Welltower (WELL) in Q4 2021, closing a stake of 50 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in WELL in Q2 2019 and held it in 8 quarters. The position peaked at $4K in Q3 2021. 806 funds tracked by Wall St. Rank hold WELL as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Welltower position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 50 Welltower shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Welltower in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Welltower position peaked at $4K in Q3 2021.
  • 806 funds tracked by Wall St. Rank held Welltower as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.