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Moser Wealth Advisors’s Welltower WELL Stock Holding History

Moser 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
Q3 		– Sell
-504
Closed -$26K – 125
2020
Q2 		$26K Hold
504
– – 0.02% 89
2020
Q1 		$23K Hold
504
– – 0.03% 92
2019
Q4 		$41K Buy
+504
New +$43.2K 0.04% 95

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

Moser Wealth Advisors's WELL Position: Q3 2020 in Review

Moser Wealth Advisors sold out of Welltower (WELL) in Q3 2020, closing a stake of 504 shares — an estimated $26K sold.

Moser Wealth Advisors first reported a position in WELL in Q4 2019 and held it in 3 quarters. The position peaked at $41K in Q4 2019. 702 funds tracked by Wall St. Rank hold WELL as of Q3 2020.

  • Moser Wealth Advisors reported no remaining Welltower position as of Q3 2020 after selling out during the quarter.
  • Moser Wealth Advisors sold 504 Welltower shares in Q3 2020, an estimated $26K.
  • Moser Wealth Advisors first reported a position in Welltower in Q4 2019 and held it in 3 quarters.
  • Moser Wealth Advisors's Welltower position peaked at $41K in Q4 2019.
  • 702 funds tracked by Wall St. Rank held Welltower as of Q3 2020.

Based on Moser Wealth Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.