FSB Premier Wealth Management’s Welltower WELL Stock Holding History

FSB Premier 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
2022 Q1	–	Sell	-425	Closed	-$36K	–	501
2021 Q4	$36K	Buy	+425	New	+$35.4K	0.02%	277

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

FSB Premier Wealth Management's WELL Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Welltower (WELL) in Q1 2022, closing a stake of 425 shares — an estimated $36K sold.

FSB Premier Wealth Management first reported a position in WELL in Q4 2021 and held it in 1 quarter. The position peaked at $36K in Q4 2021. 845 funds tracked by Wall St. Rank hold WELL as of Q1 2022.

FSB Premier Wealth Management reported no remaining Welltower position as of Q1 2022 after selling out during the quarter.
FSB Premier Wealth Management sold 425 Welltower shares in Q1 2022, an estimated $36K.
FSB Premier Wealth Management first reported a position in Welltower in Q4 2021 and held it in 1 quarter.
FSB Premier Wealth Management's Welltower position peaked at $36K in Q4 2021.
845 funds tracked by Wall St. Rank held Welltower as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.