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Retirement Financial Solutions’s Welltower WELL Stock Holding History

Retirement Financial Solutions’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
2023
Q1 		– Sell
-24
Closed -$1.57K – 263
2022
Q4 		$1.57K Buy
+24
New +$1.54K ﹤0.01% 229

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Retirement Financial Solutions's WELL Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Welltower (WELL) in Q1 2023, closing a stake of 24 shares — an estimated $1.57K sold.

Retirement Financial Solutions first reported a position in WELL in Q4 2022 and held it in 1 quarter. The position peaked at $1.57K in Q4 2022. 775 funds tracked by Wall St. Rank hold WELL as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Welltower position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 24 Welltower shares in Q1 2023, an estimated $1.57K.
  • Retirement Financial Solutions first reported a position in Welltower in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Welltower position peaked at $1.57K in Q4 2022.
  • 775 funds tracked by Wall St. Rank held Welltower as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.