Howard Wealth Management’s Welltower WELL Stock Holding History

Howard 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
2020 Q1	–	Sell	-50	Closed	-$4K	–	501
2019 Q4	$4K	Buy	+50	New	+$4.28K	﹤0.01%	436

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Howard Wealth Management's WELL Position: Q1 2020 in Review

Howard Wealth Management sold out of Welltower (WELL) in Q1 2020, closing a stake of 50 shares — an estimated $4K sold.

Howard Wealth Management first reported a position in WELL in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

Howard Wealth Management reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
Howard Wealth Management sold 50 Welltower shares in Q1 2020, an estimated $4K.
Howard Wealth Management first reported a position in Welltower in Q4 2019 and held it in 1 quarter.
Howard Wealth Management's Welltower position peaked at $4K in Q4 2019.
752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.