First Personal Financial Services’s Welltower WELL Stock Holding History

First Personal Financial Services’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 Q3	$769	Buy	+6	New	+$700	﹤0.01%	369
2020 Q1	–	Sell	-19	Closed	-$2K	–	534
2019 Q4	$2K	Hold	19	–	–	﹤0.01%	388
2019 Q3	$2K	Hold	19	–	–	﹤0.01%	436
2019 Q2	$2K	Buy	+19	New	+$1.49K	﹤0.01%	675
2018 Q2	–	Sell	-6	Closed	-$2K	–	932
2018 Q1	$2K	Buy	+6	New	+$339	﹤0.01%	993
2017 Q4	–	Hold	0	–	–	–	670
2017 Q3	–	Hold	0	–	–	–	593
2017 Q2	–	Hold	0	–	–	–	568
2017 Q1	–	Hold	0	–	–	–	561
2016 Q4	–	Hold	0	–	–	–	584
2016 Q3	–	Hold	0	–	–	–	666
2016 Q2	–	Hold	0	–	–	–	568
2015 Q1	–	Hold	0	–	–	–	396

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

First Personal Financial Services's WELL Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Welltower (WELL) in Q3 2024: 6 shares worth $769. The stake represents ﹤0.01% of the portfolio and ranks #369 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in WELL as recently as Q4 2019.

First Personal Financial Services first reported a position in WELL in Q1 2018 and has held it in 5 quarters since. The position peaked at $2K in Q4 2019. 1,059 funds tracked by Wall St. Rank hold WELL as of Q3 2024.

First Personal Financial Services held 6 shares of Welltower worth $769 as of Q3 2024.
Welltower was a new First Personal Financial Services position in Q3 2024.
Welltower made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #369 holding.
First Personal Financial Services first reported a position in Welltower in Q1 2018 and has held it in 5 quarters since.
First Personal Financial Services's Welltower position peaked at $2K in Q4 2019.
1,059 funds tracked by Wall St. Rank held Welltower as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.