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Lugano Financial Advisors SA (LFA)’s Welltower WELL Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q3 		– Sell
-1,300
Closed -$67K – 122
2020
Q2 		$67K Hold
1,300
– – 0.07% 88
2020
Q1 		$110K Hold
1,300
– – 0.1% 88
2019
Q4 		$106K Buy
+1,300
New +$111K 0.08% 91
2019
Q2 		$106K Hold
1,300
– – 0.07% 90
2019
Q1 		$100K Buy
+1,300
New +$97.5K 0.06% 94

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s WELL Position: Q3 2020 in Review

Lugano Financial Advisors SA (LFA) sold out of Welltower (WELL) in Q3 2020, closing a stake of 1,300 shares — an estimated $67K sold.

Lugano Financial Advisors SA (LFA) first reported a position in WELL in Q1 2019 and held it in 5 quarters. The position peaked at $110K in Q1 2020. 702 funds tracked by Wall St. Rank hold WELL as of Q3 2020.

  • Lugano Financial Advisors SA (LFA) reported no remaining Welltower position as of Q3 2020 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 1,300 Welltower shares in Q3 2020, an estimated $67K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Welltower in Q1 2019 and held it in 5 quarters.
  • Lugano Financial Advisors SA (LFA)'s Welltower position peaked at $110K in Q1 2020.
  • 702 funds tracked by Wall St. Rank held Welltower as of Q3 2020.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2020, filed 23 Oct 2020.