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Lucia Wealth Services’s Welltower WELL Stock Holding History

Lucia Wealth Services’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
2019
Q4 		– Sell
-316
Closed -$29K – 190
2019
Q3 		$29K Hold
316
– – 0.01% 146
2019
Q2 		$26K Sell
316
-146
-32% -$11.5K 0.01% 153
2019
Q1 		$36K Buy
462
+376
+437% +$28.2K 0.01% 166
2018
Q4 		$6K Sell
86
-736
-90% -$50.1K ﹤0.01% 164
2018
Q3 		$53K Buy
822
+225
+38% +$14.5K 0.02% 188
2018
Q2 		$37K Buy
597
+274
+85% +$15.3K 0.02% 180
2018
Q1 		$18K Buy
+323
New +$18.2K 0.01% 172

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lucia Wealth Services's WELL Position: Q4 2019 in Review

Lucia Wealth Services sold out of Welltower (WELL) in Q4 2019, closing a stake of 316 shares — an estimated $29K sold.

Lucia Wealth Services first reported a position in WELL in Q1 2018 and held it in 7 quarters. The position peaked at $53K in Q3 2018. 861 funds tracked by Wall St. Rank hold WELL as of Q4 2019.

  • Lucia Wealth Services reported no remaining Welltower position as of Q4 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 316 Welltower shares in Q4 2019, an estimated $29K.
  • Lucia Wealth Services first reported a position in Welltower in Q1 2018 and held it in 7 quarters.
  • Lucia Wealth Services's Welltower position peaked at $53K in Q3 2018.
  • 861 funds tracked by Wall St. Rank held Welltower as of Q4 2019.

Based on Lucia Wealth Services's 13F filing for Q4 2019, filed 22 Jan 2020.