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Outlook Wealth Advisors’s Welltower WELL Stock Holding History

Outlook 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
2019
Q4 		– Sell
-4,328
Closed -$392K – 168
2019
Q3 		$392K Sell
4,328
-626
-13% -$54.5K 0.23% 98
2019
Q2 		$404K Buy
4,954
+237
+5% +$18.6K 0.27% 94
2019
Q1 		$366K Buy
4,717
+3,430
+267% +$257K 0.3% 84
2018
Q4 		$893K Buy
+1,287
New +$87.6K 0.41% 60

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Outlook Wealth Advisors sold out of Welltower (WELL) in Q4 2019, closing a stake of 4,328 shares — an estimated $392K sold.

Outlook Wealth Advisors first reported a position in WELL in Q4 2018 and held it in 4 quarters. The position peaked at $893K in Q4 2018. 861 funds tracked by Wall St. Rank hold WELL as of Q4 2019.

  • Outlook Wealth Advisors reported no remaining Welltower position as of Q4 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 4,328 Welltower shares in Q4 2019, an estimated $392K.
  • Outlook Wealth Advisors first reported a position in Welltower in Q4 2018 and held it in 4 quarters.
  • Outlook Wealth Advisors's Welltower position peaked at $893K in Q4 2018.
  • 861 funds tracked by Wall St. Rank held Welltower as of Q4 2019.

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