JOYN Advisors’s Ventas VTR Stock Holding History

JOYN 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
2019 Q1	–	Sell	-1,275	Closed	-$75K	–	1384
2018 Q4	$75K	Buy	1,275 +132	+12%	+$7.78K	0.02%	242
2018 Q3	$62K	Buy	1,143 +11	+1%	+$637	0.01%	343
2018 Q2	$64K	Buy	1,132 +1,079	+2,036%	+$56.5K	0.01%	330
2018 Q1	$3K	Buy	+53	New	+$2.78K	﹤0.01%	1007

Other funds holding VTR

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JOYN Advisors's VTR Position: Q1 2019 in Review

JOYN Advisors sold out of Ventas (VTR) in Q1 2019, closing a stake of 1,275 shares — an estimated $75K sold.

JOYN Advisors first reported a position in VTR in Q1 2018 and held it in 4 quarters. The position peaked at $75K in Q4 2018. 764 funds tracked by Wall St. Rank hold VTR as of Q1 2019.

JOYN Advisors reported no remaining Ventas position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 1,275 Ventas shares in Q1 2019, an estimated $75K.
JOYN Advisors first reported a position in Ventas in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Ventas position peaked at $75K in Q4 2018.
764 funds tracked by Wall St. Rank held Ventas as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.