Seven Springs Wealth Group’s Ventas VTR Stock Holding History

Seven Springs Wealth Group’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 Q1	–	Sell	-911	Closed	-$53K	–	205
2019 Q4	$53K	Buy	+911	New	+$57.2K	0.04%	92

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Seven Springs Wealth Group's VTR Position: Q1 2020 in Review

Seven Springs Wealth Group sold out of Ventas (VTR) in Q1 2020, closing a stake of 911 shares — an estimated $53K sold.

Seven Springs Wealth Group first reported a position in VTR in Q4 2019 and held it in 1 quarter. The position peaked at $53K in Q4 2019. 606 funds tracked by Wall St. Rank hold VTR as of Q1 2020.

Seven Springs Wealth Group reported no remaining Ventas position as of Q1 2020 after selling out during the quarter.
Seven Springs Wealth Group sold 911 Ventas shares in Q1 2020, an estimated $53K.
Seven Springs Wealth Group first reported a position in Ventas in Q4 2019 and held it in 1 quarter.
Seven Springs Wealth Group's Ventas position peaked at $53K in Q4 2019.
606 funds tracked by Wall St. Rank held Ventas as of Q1 2020.

Based on Seven Springs Wealth Group's 13F filing for Q1 2020, filed 20 Apr 2020.