Paces Ferry Wealth Advisors’s Ventas VTR Stock Holding History

Paces Ferry 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
2020 Q4	–	Sell	-96	Closed	-$4K	–	1081
2020 Q3	$4K	Buy	+96	New	+$3.84K	﹤0.01%	568

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

Paces Ferry Wealth Advisors's VTR Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Ventas (VTR) in Q4 2020, closing a stake of 96 shares — an estimated $4K sold.

Paces Ferry Wealth Advisors first reported a position in VTR in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 623 funds tracked by Wall St. Rank hold VTR as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Ventas position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 96 Ventas shares in Q4 2020, an estimated $4K.
Paces Ferry Wealth Advisors first reported a position in Ventas in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Ventas position peaked at $4K in Q3 2020.
623 funds tracked by Wall St. Rank held Ventas as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.