Harvest Group Wealth Management’s Welltower WELL Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-300	Closed	-$19K	–	712
2020 Q4	$19K	Hold	300	–	–	0.01%	178
2020 Q3	$17K	Hold	300	–	–	0.01%	181
2020 Q2	$15K	Hold	300	–	–	0.01%	180
2020 Q1	$13K	Hold	300	–	–	0.01%	180
2019 Q4	$24K	Hold	300	–	–	0.02%	139
2019 Q3	$27K	Hold	300	–	–	0.03%	128
2019 Q2	$24K	Hold	300	–	–	0.03%	140
2019 Q1	$23K	Buy	+300	New	+$22.5K	0.02%	146

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harvest Group Wealth Management's WELL Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Welltower (WELL) in Q1 2021, closing a stake of 300 shares — an estimated $19K sold.

Harvest Group Wealth Management first reported a position in WELL in Q1 2019 and held it in 8 quarters. The position peaked at $27K in Q3 2019. 734 funds tracked by Wall St. Rank hold WELL as of Q1 2021.

Harvest Group Wealth Management reported no remaining Welltower position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 300 Welltower shares in Q1 2021, an estimated $19K.
Harvest Group Wealth Management first reported a position in Welltower in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Welltower position peaked at $27K in Q3 2019.
734 funds tracked by Wall St. Rank held Welltower as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.