Nachman Norwood & Parrott’s Welltower WELL Stock Holding History

Nachman Norwood & Parrott’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 Q4	–	Sell	-1,180	Closed	-$65K	–	1039
2020 Q3	$65K	Buy	+1,180	New	+$64.8K	0.01%	395

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Nachman Norwood & Parrott's WELL Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Welltower (WELL) in Q4 2020, closing a stake of 1,180 shares — an estimated $65K sold.

Nachman Norwood & Parrott first reported a position in WELL in Q3 2020 and held it in 1 quarter. The position peaked at $65K in Q3 2020. 740 funds tracked by Wall St. Rank hold WELL as of Q4 2020.

Nachman Norwood & Parrott reported no remaining Welltower position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 1,180 Welltower shares in Q4 2020, an estimated $65K.
Nachman Norwood & Parrott first reported a position in Welltower in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's Welltower position peaked at $65K in Q3 2020.
740 funds tracked by Wall St. Rank held Welltower as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.