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Lowe Wealth Advisors’s Welltower WELL Stock Holding History

Lowe Wealth Advisors’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
Q2 		– Sell
-177
Closed -$8K – 323
2020
Q1 		$8K Hold
177
– – 0.01% 167
2019
Q4 		$14K Hold
177
– – 0.01% 140
2019
Q3 		$16K Hold
177
– – 0.01% 126
2019
Q2 		$14K Hold
177
– – 0.01% 139
2019
Q1 		$13K Buy
+177
New +$13.3K 0.01% 129

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lowe Wealth Advisors's WELL Position: Q2 2020 in Review

Lowe Wealth Advisors sold out of Welltower (WELL) in Q2 2020, closing a stake of 177 shares — an estimated $8K sold.

Lowe Wealth Advisors first reported a position in WELL in Q1 2019 and held it in 5 quarters. The position peaked at $16K in Q3 2019. 731 funds tracked by Wall St. Rank hold WELL as of Q2 2020.

  • Lowe Wealth Advisors reported no remaining Welltower position as of Q2 2020 after selling out during the quarter.
  • Lowe Wealth Advisors sold 177 Welltower shares in Q2 2020, an estimated $8K.
  • Lowe Wealth Advisors first reported a position in Welltower in Q1 2019 and held it in 5 quarters.
  • Lowe Wealth Advisors's Welltower position peaked at $16K in Q3 2019.
  • 731 funds tracked by Wall St. Rank held Welltower as of Q2 2020.

Based on Lowe Wealth Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.