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Loveless Wealth Management’s Welltower WELL Stock Holding History

Loveless Wealth Management’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
2020
Q4 		– Sell
-4,050
Closed -$223K – 119
2020
Q3 		$223K Hold
4,050
– – 0.19% 103
2020
Q2 		$210K Buy
+4,050
New +$199K 0.2% 108
2020
Q1 		– Sell
-4,050
Closed -$330K – 112
2019
Q4 		$330K Buy
+4,050
New +$347K 0.28% 88

Other funds holding WELL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Loveless Wealth Management's WELL Position: Q4 2020 in Review

Loveless Wealth Management sold out of Welltower (WELL) in Q4 2020, closing a stake of 4,050 shares — an estimated $223K sold.

Loveless Wealth Management first reported a position in WELL in Q4 2019 and held it in 3 quarters. The position peaked at $330K in Q4 2019. 740 funds tracked by Wall St. Rank hold WELL as of Q4 2020.

  • Loveless Wealth Management reported no remaining Welltower position as of Q4 2020 after selling out during the quarter.
  • Loveless Wealth Management sold 4,050 Welltower shares in Q4 2020, an estimated $223K.
  • Loveless Wealth Management first reported a position in Welltower in Q4 2019 and held it in 3 quarters.
  • Loveless Wealth Management's Welltower position peaked at $330K in Q4 2019.
  • 740 funds tracked by Wall St. Rank held Welltower as of Q4 2020.

Based on Loveless Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.