Meridian Wealth Management’s Ventas VTR Stock Holding History

Meridian Wealth Management’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-722	Closed	-$494	–	498
2019 Q2	$494	Buy	+722	New	+$46K	0.02%	375

Other funds holding VTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Management's VTR Position: Q3 2019 in Review

Meridian Wealth Management sold out of Ventas (VTR) in Q3 2019, closing a stake of 722 shares — an estimated $494 sold.

Meridian Wealth Management first reported a position in VTR in Q2 2019 and held it in 1 quarter. The position peaked at $494 in Q2 2019. 739 funds tracked by Wall St. Rank hold VTR as of Q3 2019.

Meridian Wealth Management reported no remaining Ventas position as of Q3 2019 after selling out during the quarter.
Meridian Wealth Management sold 722 Ventas shares in Q3 2019, an estimated $494.
Meridian Wealth Management first reported a position in Ventas in Q2 2019 and held it in 1 quarter.
Meridian Wealth Management's Ventas position peaked at $494 in Q2 2019.
739 funds tracked by Wall St. Rank held Ventas as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.