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Missouri Trust & Investment Company’s Welltower WELL Stock Holding History

Missouri Trust & Investment Company’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
2024
Q1 		– Sell
-100
Closed -$9.02K – 444
2023
Q4 		$9.02K Hold
100
– – ﹤0.01% 309
2023
Q3 		$8.19K Hold
100
– – ﹤0.01% 308
2023
Q2 		$8.09K Buy
+100
New +$7.7K ﹤0.01% 338

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Missouri Trust & Investment Company's WELL Position: Q1 2024 in Review

Missouri Trust & Investment Company sold out of Welltower (WELL) in Q1 2024, closing a stake of 100 shares — an estimated $9.02K sold.

Missouri Trust & Investment Company first reported a position in WELL in Q2 2023 and held it in 3 quarters. The position peaked at $9.02K in Q4 2023. 963 funds tracked by Wall St. Rank hold WELL as of Q1 2024.

  • Missouri Trust & Investment Company reported no remaining Welltower position as of Q1 2024 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 100 Welltower shares in Q1 2024, an estimated $9.02K.
  • Missouri Trust & Investment Company first reported a position in Welltower in Q2 2023 and held it in 3 quarters.
  • Missouri Trust & Investment Company's Welltower position peaked at $9.02K in Q4 2023.
  • 963 funds tracked by Wall St. Rank held Welltower as of Q1 2024.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2024, filed 13 May 2024.