Selective Wealth Management’s Welltower WELL Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-313	Closed	-$20K	–	728
2022 Q3	$20K	Buy	313 +173	+124%	+$13.5K	0.01%	426
2022 Q2	$12K	Hold	140	–	–	﹤0.01%	548
2022 Q1	$13K	Sell	140 -300	-68%	-$26.1K	﹤0.01%	509
2021 Q4	$38K	Hold	440	–	–	0.02%	316
2021 Q3	$36K	Buy	440 +300	+214%	+$25.8K	0.02%	293
2021 Q2	$12K	Hold	140	–	–	0.01%	326
2021 Q1	$10K	Sell	140 -110	-44%	-$7.39K	0.01%	257
2020 Q4	$16K	Buy	250 +110	+79%	+$6.68K	0.01%	207
2020 Q3	$8K	Hold	140	–	–	0.01%	218
2020 Q2	$7K	Hold	140	–	–	0.01%	273
2020 Q1	$6K	Hold	140	–	–	0.01%	194
2019 Q4	$11K	Hold	140	–	–	0.01%	157
2019 Q3	$13K	Buy	+140	New	+$12.2K	0.02%	152
2018 Q3	$9K	Buy	+140	New	+$9.04K	0.11%	96

Other funds holding WELL

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Selective Wealth Management's WELL Position: Q4 2022 in Review

Selective Wealth Management sold out of Welltower (WELL) in Q4 2022, closing a stake of 313 shares — an estimated $20K sold.

Selective Wealth Management first reported a position in WELL in Q3 2018 and held it in 14 quarters. The position peaked at $38K in Q4 2021. 798 funds tracked by Wall St. Rank hold WELL as of Q4 2022.

Selective Wealth Management reported no remaining Welltower position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 313 Welltower shares in Q4 2022, an estimated $20K.
Selective Wealth Management first reported a position in Welltower in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Welltower position peaked at $38K in Q4 2021.
798 funds tracked by Wall St. Rank held Welltower as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.