FVWA
VTR icon

Foster Victor Wealth Advisors’s Ventas VTR Stock Holding History

Foster Victor Wealth Advisors’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-8,695
Closed -$555K – 114
2019
Q1 		$555K Sell
8,695
-2,097
-19% -$131K 0.43% 50
2018
Q4 		$632K Buy
+10,792
New +$636K 0.6% 23

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Foster Victor Wealth Advisors's VTR Position: Q2 2019 in Review

Foster Victor Wealth Advisors sold out of Ventas (VTR) in Q2 2019, closing a stake of 8,695 shares — an estimated $555K sold.

Foster Victor Wealth Advisors first reported a position in VTR in Q4 2018 and held it in 2 quarters. The position peaked at $632K in Q4 2018. 755 funds tracked by Wall St. Rank hold VTR as of Q2 2019.

  • Foster Victor Wealth Advisors reported no remaining Ventas position as of Q2 2019 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 8,695 Ventas shares in Q2 2019, an estimated $555K.
  • Foster Victor Wealth Advisors first reported a position in Ventas in Q4 2018 and held it in 2 quarters.
  • Foster Victor Wealth Advisors's Ventas position peaked at $632K in Q4 2018.
  • 755 funds tracked by Wall St. Rank held Ventas as of Q2 2019.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2019, filed 16 Jul 2019.