My Personal CFO LLC’s Ventas VTR Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-16	Closed	-$721	–	809
2022 Q4	$721	Buy	+16	New	+$675	﹤0.01%	689

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

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

AAMU

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

My Personal CFO LLC's VTR Position: Q1 2023 in Review

My Personal CFO LLC sold out of Ventas (VTR) in Q1 2023, closing a stake of 16 shares — an estimated $721 sold.

My Personal CFO LLC first reported a position in VTR in Q4 2022 and held it in 1 quarter. The position peaked at $721 in Q4 2022. 619 funds tracked by Wall St. Rank hold VTR as of Q1 2023.

My Personal CFO LLC reported no remaining Ventas position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 16 Ventas shares in Q1 2023, an estimated $721.
My Personal CFO LLC first reported a position in Ventas in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Ventas position peaked at $721 in Q4 2022.
619 funds tracked by Wall St. Rank held Ventas as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.