Insight Wealth Strategies’s Welltower WELL Stock Holding History

Insight Wealth Strategies’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	-2,976	Closed	-$243K	–	197
2019 Q4	$243K	Buy	+2,976	New	+$255K	0.05%	180

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

Insight Wealth Strategies's WELL Position: Q1 2020 in Review

Insight Wealth Strategies sold out of Welltower (WELL) in Q1 2020, closing a stake of 2,976 shares — an estimated $243K sold.

Insight Wealth Strategies first reported a position in WELL in Q4 2019 and held it in 1 quarter. The position peaked at $243K in Q4 2019. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

Insight Wealth Strategies reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
Insight Wealth Strategies sold 2,976 Welltower shares in Q1 2020, an estimated $243K.
Insight Wealth Strategies first reported a position in Welltower in Q4 2019 and held it in 1 quarter.
Insight Wealth Strategies's Welltower position peaked at $243K in Q4 2019.
752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.