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Livelsberger Financial Advisory’s Welltower WELL Stock Holding History

Livelsberger Financial Advisory’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,678
Closed -$383K – 87
2024
Q2 		$383K Buy
3,678
+15
+0.4% +$1.47K 5.72% 6
2024
Q1 		$364K Sell
3,663
-151
-4% -$13.7K 4.31% 7
2023
Q4 		$344K Buy
+3,814
New +$331K 0.31% 59

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Livelsberger Financial Advisory's WELL Position: Q3 2024 in Review

Livelsberger Financial Advisory sold out of Welltower (WELL) in Q3 2024, closing a stake of 3,678 shares — an estimated $383K sold.

Livelsberger Financial Advisory first reported a position in WELL in Q4 2023 and held it in 3 quarters. The position peaked at $383K in Q2 2024. 1,062 funds tracked by Wall St. Rank hold WELL as of Q3 2024.

  • Livelsberger Financial Advisory reported no remaining Welltower position as of Q3 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 3,678 Welltower shares in Q3 2024, an estimated $383K.
  • Livelsberger Financial Advisory first reported a position in Welltower in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Welltower position peaked at $383K in Q2 2024.
  • 1,062 funds tracked by Wall St. Rank held Welltower as of Q3 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2024, filed 21 Oct 2024.