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Personal Wealth Partners’s Welltower WELL Stock Holding History

Personal Wealth Partners’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
Q1 		– Sell
-48
Closed -$4K – 619
2019
Q4 		$4K Hold
48
– – ﹤0.01% 295
2019
Q3 		$4K Buy
48
+20
+71% +$1.74K ﹤0.01% 298
2019
Q2 		$2K Buy
+28
New +$2.2K ﹤0.01% 288

Other funds holding WELL

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Personal Wealth Partners's WELL Position: Q1 2020 in Review

Personal Wealth Partners sold out of Welltower (WELL) in Q1 2020, closing a stake of 48 shares — an estimated $4K sold.

Personal Wealth Partners first reported a position in WELL in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

  • Personal Wealth Partners reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 48 Welltower shares in Q1 2020, an estimated $4K.
  • Personal Wealth Partners first reported a position in Welltower in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Welltower position peaked at $4K in Q4 2019.
  • 752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.