Johanson Financial Advisors’s Ventas VTR Stock Holding History

Johanson Financial Advisors’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-376	Closed	-$21.7K	–	246
2019 Q4	$21.7K	Buy	+376	New	+$23.6K	0.01%	217

Other funds holding VTR

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Johanson Financial Advisors's VTR Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Ventas (VTR) in Q1 2020, closing a stake of 376 shares — an estimated $21.7K sold.

Johanson Financial Advisors first reported a position in VTR in Q4 2019 and held it in 1 quarter. The position peaked at $21.7K in Q4 2019. 607 funds tracked by Wall St. Rank hold VTR as of Q1 2020.

Johanson Financial Advisors reported no remaining Ventas position as of Q1 2020 after selling out during the quarter.
Johanson Financial Advisors sold 376 Ventas shares in Q1 2020, an estimated $21.7K.
Johanson Financial Advisors first reported a position in Ventas in Q4 2019 and held it in 1 quarter.
Johanson Financial Advisors's Ventas position peaked at $21.7K in Q4 2019.
607 funds tracked by Wall St. Rank held Ventas as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.