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Executive Wealth Management’s Welltower WELL Stock Holding History

Executive Wealth Management’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
-110
Closed -$9K – 799
2019
Q2 		$9K Buy
110
+19
+21% +$1.49K ﹤0.01% 640
2019
Q1 		$7K Sell
91
-16
-15% -$1.2K ﹤0.01% 610
2018
Q4 		$7K Buy
+107
New +$7.28K ﹤0.01% 632

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

Executive Wealth Management's WELL Position: Q3 2019 in Review

Executive Wealth Management sold out of Welltower (WELL) in Q3 2019, closing a stake of 110 shares — an estimated $9K sold.

Executive Wealth Management first reported a position in WELL in Q4 2018 and held it in 3 quarters. The position peaked at $9K in Q2 2019. 817 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

  • Executive Wealth Management reported no remaining Welltower position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 110 Welltower shares in Q3 2019, an estimated $9K.
  • Executive Wealth Management first reported a position in Welltower in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Welltower position peaked at $9K in Q2 2019.
  • 817 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.