Liberty Wealth Management’s Ventas VTR Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-341	Closed	-$19K	–	1088
2021 Q3	$19K	Sell	341 -43	-11%	-$2.46K	0.01%	666
2021 Q2	$22K	Sell	384 -24	-6%	-$1.34K	0.01%	493
2021 Q1	$19K	Hold	408	–	–	0.01%	473
2020 Q4	$19K	Buy	408 +67	+20%	+$3.1K	0.01%	470
2020 Q3	$14K	Hold	341	–	–	0.01%	468
2020 Q2	$12K	Hold	341	–	–	0.01%	463
2020 Q1	$9K	Sell	341 -460	-57%	-$22.8K	0.01%	489
2019 Q4	$46K	Sell	801 -87	-10%	-$5.46K	0.04%	261
2019 Q3	$65K	Buy	888 +5	+0.6%	+$355	0.06%	193
2019 Q2	$60K	Buy	883 +6	+0.7%	+$383	0.05%	223
2019 Q1	$56K	Sell	877 -53	-6%	-$3.31K	0.04%	190
2018 Q4	$54K	Buy	+930	New	+$54.8K	0.04%	180

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

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

AAMU

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Liberty Wealth Management's VTR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Ventas (VTR) in Q4 2021, closing a stake of 341 shares — an estimated $19K sold.

Liberty Wealth Management first reported a position in VTR in Q4 2018 and held it in 12 quarters. The position peaked at $65K in Q3 2019. 633 funds tracked by Wall St. Rank hold VTR as of Q4 2021.

Liberty Wealth Management reported no remaining Ventas position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 341 Ventas shares in Q4 2021, an estimated $19K.
Liberty Wealth Management first reported a position in Ventas in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Ventas position peaked at $65K in Q3 2019.
633 funds tracked by Wall St. Rank held Ventas as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.