My Personal CFO LLC’s Welltower WELL Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-9	Closed	-$590	–	826
2022 Q4	$590	Buy	+9	New	+$579	﹤0.01%	726

Other funds holding WELL

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

My Personal CFO LLC sold out of Welltower (WELL) in Q1 2023, closing a stake of 9 shares — an estimated $590 sold.

My Personal CFO LLC first reported a position in WELL in Q4 2022 and held it in 1 quarter. The position peaked at $590 in Q4 2022. 775 funds tracked by Wall St. Rank hold WELL as of Q1 2023.

My Personal CFO LLC reported no remaining Welltower position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 9 Welltower shares in Q1 2023, an estimated $590.
My Personal CFO LLC first reported a position in Welltower in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Welltower position peaked at $590 in Q4 2022.
775 funds tracked by Wall St. Rank held Welltower as of Q1 2023.

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