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Legacy Wealth Partners (California)’s Ventas VTR Stock Holding History

Legacy Wealth Partners (California)’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
Q3 		– Sell
-7,447
Closed -$273K – 109
2020
Q2 		$273K Sell
7,447
-1,361
-15% -$44.9K 0.21% 82
2020
Q1 		$236K Buy
+8,808
New +$437K 0.22% 74

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Wealth Partners (California)'s VTR Position: Q3 2020 in Review

Legacy Wealth Partners (California) sold out of Ventas (VTR) in Q3 2020, closing a stake of 7,447 shares — an estimated $273K sold.

Legacy Wealth Partners (California) first reported a position in VTR in Q1 2020 and held it in 2 quarters. The position peaked at $273K in Q2 2020. 585 funds tracked by Wall St. Rank hold VTR as of Q3 2020.

  • Legacy Wealth Partners (California) reported no remaining Ventas position as of Q3 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 7,447 Ventas shares in Q3 2020, an estimated $273K.
  • Legacy Wealth Partners (California) first reported a position in Ventas in Q1 2020 and held it in 2 quarters.
  • Legacy Wealth Partners (California)'s Ventas position peaked at $273K in Q2 2020.
  • 585 funds tracked by Wall St. Rank held Ventas as of Q3 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q3 2020, filed 12 Nov 2020.