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Legacy Capital Wealth Partners’s Ventas VTR Stock Holding History

Legacy Capital Wealth Partners’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
2024
Q2 		– Sell
-19,373
Closed -$875K – 368
2024
Q1 		$875K Buy
+19,373
New +$880K 0.62% 48

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Legacy Capital Wealth Partners's VTR Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Ventas (VTR) in Q2 2024, closing a stake of 19,373 shares — an estimated $875K sold.

Legacy Capital Wealth Partners first reported a position in VTR in Q1 2024 and held it in 1 quarter. The position peaked at $875K in Q1 2024. 693 funds tracked by Wall St. Rank hold VTR as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Ventas position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 19,373 Ventas shares in Q2 2024, an estimated $875K.
  • Legacy Capital Wealth Partners first reported a position in Ventas in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Ventas position peaked at $875K in Q1 2024.
  • 693 funds tracked by Wall St. Rank held Ventas as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.