Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Ventas VTR Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-53
Closed -$2.23K – 501
2023
Q3 		$2.23K Buy
+53
New +$2.39K ﹤0.01% 454

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Legacy Financial Group (Iowa)'s VTR Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Ventas (VTR) in Q4 2023, closing a stake of 53 shares — an estimated $2.23K sold.

Legacy Financial Group (Iowa) first reported a position in VTR in Q3 2023 and held it in 1 quarter. The position peaked at $2.23K in Q3 2023. 659 funds tracked by Wall St. Rank hold VTR as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Ventas position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 53 Ventas shares in Q4 2023, an estimated $2.23K.
  • Legacy Financial Group (Iowa) first reported a position in Ventas in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Ventas position peaked at $2.23K in Q3 2023.
  • 659 funds tracked by Wall St. Rank held Ventas as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.