OWA
VTR icon

Outlook Wealth Advisors’s Ventas VTR Stock Holding History

Outlook Wealth Advisors’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
2019
Q4 		– Sell
-6,214
Closed -$454K – 167
2019
Q3 		$454K Sell
6,214
-560
-8% -$39.7K 0.27% 79
2019
Q2 		$463K Buy
6,774
+197
+3% +$12.6K 0.31% 80
2019
Q1 		$420K Buy
6,577
+5,510
+516% +$344K 0.35% 74
2018
Q4 		$625K Buy
+1,067
New +$62.9K 0.28% 84

Other funds holding VTR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Outlook Wealth Advisors's VTR Position: Q4 2019 in Review

Outlook Wealth Advisors sold out of Ventas (VTR) in Q4 2019, closing a stake of 6,214 shares — an estimated $454K sold.

Outlook Wealth Advisors first reported a position in VTR in Q4 2018 and held it in 4 quarters. The position peaked at $625K in Q4 2018. 782 funds tracked by Wall St. Rank hold VTR as of Q4 2019.

  • Outlook Wealth Advisors reported no remaining Ventas position as of Q4 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 6,214 Ventas shares in Q4 2019, an estimated $454K.
  • Outlook Wealth Advisors first reported a position in Ventas in Q4 2018 and held it in 4 quarters.
  • Outlook Wealth Advisors's Ventas position peaked at $625K in Q4 2018.
  • 782 funds tracked by Wall St. Rank held Ventas as of Q4 2019.

Based on Outlook Wealth Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.