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Garrett Wealth Advisory Group’s Welltower WELL Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-65
Closed -$5.89K – 634
2019
Q3 		$5.89K Buy
+65
New +$5.66K ﹤0.01% 342

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Garrett Wealth Advisory Group's WELL Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Welltower (WELL) in Q4 2019, closing a stake of 65 shares — an estimated $5.89K sold.

Garrett Wealth Advisory Group first reported a position in WELL in Q3 2019 and held it in 1 quarter. The position peaked at $5.89K in Q3 2019. 861 funds tracked by Wall St. Rank hold WELL as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Welltower position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 65 Welltower shares in Q4 2019, an estimated $5.89K.
  • Garrett Wealth Advisory Group first reported a position in Welltower in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Welltower position peaked at $5.89K in Q3 2019.
  • 861 funds tracked by Wall St. Rank held Welltower as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.