JFS Wealth Advisors’s Welltower WELL Stock Holding History

JFS Wealth Advisors’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
2024 Q2	–	Sell	-177	Closed	-$16.5K	–	2050
2024 Q1	$16.5K	Buy	177 +157	+785%	+$14.2K	﹤0.01%	669
2023 Q4	$1.8K	Buy	+20	New	+$1.74K	﹤0.01%	1482
2022 Q1	–	Sell	-172	Closed	-$15K	–	1986
2021 Q4	$15K	Buy	+172	New	+$14.3K	﹤0.01%	624
2018 Q4	–	Sell	-60	Closed	-$4K	–	542
2018 Q3	$4K	Buy	+60	New	+$3.88K	﹤0.01%	474
2018 Q1	–	Sell	-57	Closed	-$4K	–	573
2017 Q4	$4K	Hold	57	–	–	﹤0.01%	451
2017 Q3	$4K	Sell	57 -68	-54%	-$4.95K	﹤0.01%	404
2017 Q2	$9K	Hold	125	–	–	﹤0.01%	349
2017 Q1	$8K	Hold	125	–	–	﹤0.01%	368
2016 Q4	$8K	Hold	125	–	–	﹤0.01%	368
2016 Q3	$9K	Hold	125	–	–	﹤0.01%	394
2016 Q2	$10K	Hold	125	–	–	﹤0.01%	391
2016 Q1	$9K	Hold	125	–	–	﹤0.01%	408
2015 Q4	$9K	Hold	125	–	–	﹤0.01%	407
2015 Q3	$8K	Sell	125 -152	-55%	-$10.2K	﹤0.01%	371
2015 Q2	$18K	Hold	277	–	–	0.01%	299
2015 Q1	$21K	Sell	277 -4	-1%	-$315	0.01%	277
2014 Q4	$21K	Hold	281	–	–	﹤0.01%	284
2014 Q3	$18K	Hold	281	–	–	﹤0.01%	279
2014 Q2	$18K	Buy	+281	New	+$17.7K	﹤0.01%	271

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JFS Wealth Advisors's WELL Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Welltower (WELL) in Q2 2024, closing a stake of 177 shares — an estimated $16.5K sold.

JFS Wealth Advisors first reported a position in WELL in Q2 2014 and held it in 19 quarters. The position peaked at $21K in Q1 2015. 1,000 funds tracked by Wall St. Rank hold WELL as of Q2 2024.

JFS Wealth Advisors reported no remaining Welltower position as of Q2 2024 after selling out during the quarter.
JFS Wealth Advisors sold 177 Welltower shares in Q2 2024, an estimated $16.5K.
JFS Wealth Advisors first reported a position in Welltower in Q2 2014 and held it in 19 quarters.
JFS Wealth Advisors's Welltower position peaked at $21K in Q1 2015.
1,000 funds tracked by Wall St. Rank held Welltower as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.