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Financial Partners Group (Kansas)’s Welltower WELL Stock Holding History

Financial Partners Group (Kansas)’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
2020
Q4 		– Sell
-7,529
Closed -$415K – 133
2020
Q3 		$415K Buy
+7,529
New +$413K 0.14% 65

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T. Rowe Price Associates
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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
Northern Trust
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Daiwa Securities Group
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Financial Partners Group (Kansas)'s WELL Position: Q4 2020 in Review

Financial Partners Group (Kansas) sold out of Welltower (WELL) in Q4 2020, closing a stake of 7,529 shares — an estimated $415K sold.

Financial Partners Group (Kansas) first reported a position in WELL in Q3 2020 and held it in 1 quarter. The position peaked at $415K in Q3 2020. 740 funds tracked by Wall St. Rank hold WELL as of Q4 2020.

  • Financial Partners Group (Kansas) reported no remaining Welltower position as of Q4 2020 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 7,529 Welltower shares in Q4 2020, an estimated $415K.
  • Financial Partners Group (Kansas) first reported a position in Welltower in Q3 2020 and held it in 1 quarter.
  • Financial Partners Group (Kansas)'s Welltower position peaked at $415K in Q3 2020.
  • 740 funds tracked by Wall St. Rank held Welltower as of Q4 2020.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2020, filed 16 Feb 2021.