Financial Synergies Wealth Advisors’s Welltower WELL Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-19	Closed	-$1.78K	–	476
2024 Q1	$1.78K	Buy	+19	New	+$1.72K	﹤0.01%	338
2023 Q4	–	Sell	-19	Closed	-$1.56K	–	549
2023 Q3	$1.56K	Buy	+19	New	+$1.56K	﹤0.01%	328
2022 Q4	–	Sell	-5	Closed	-$322	–	506
2022 Q3	$322	Hold	5	–	–	﹤0.01%	415
2022 Q2	$412	Buy	+5	New	+$445	﹤0.01%	390

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Synergies Wealth Advisors's WELL Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Welltower (WELL) in Q2 2024, closing a stake of 19 shares — an estimated $1.78K sold.

Financial Synergies Wealth Advisors first reported a position in WELL in Q2 2022 and held it in 4 quarters. The position peaked at $1.78K in Q1 2024. 996 funds tracked by Wall St. Rank hold WELL as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Welltower position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 19 Welltower shares in Q2 2024, an estimated $1.78K.
Financial Synergies Wealth Advisors first reported a position in Welltower in Q2 2022 and held it in 4 quarters.
Financial Synergies Wealth Advisors's Welltower position peaked at $1.78K in Q1 2024.
996 funds tracked by Wall St. Rank held Welltower as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.