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Signet Investment Advisory Group’s Welltower WELL Stock Holding History

Signet Investment Advisory Group’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
2021
Q1 		– Sell
-200
Closed -$13K – 200
2020
Q4 		$13K Buy
+200
New +$12.1K 0.01% 181
2019
Q1 		– Sell
-200
Closed -$13K – 184
2018
Q4 		$13K Buy
+200
New +$13.6K 0.01% 158

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Signet Investment Advisory Group's WELL Position: Q1 2021 in Review

Signet Investment Advisory Group sold out of Welltower (WELL) in Q1 2021, closing a stake of 200 shares — an estimated $13K sold.

Signet Investment Advisory Group first reported a position in WELL in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q4 2020. 734 funds tracked by Wall St. Rank hold WELL as of Q1 2021.

  • Signet Investment Advisory Group reported no remaining Welltower position as of Q1 2021 after selling out during the quarter.
  • Signet Investment Advisory Group sold 200 Welltower shares in Q1 2021, an estimated $13K.
  • Signet Investment Advisory Group first reported a position in Welltower in Q4 2018 and held it in 2 quarters.
  • Signet Investment Advisory Group's Welltower position peaked at $13K in Q4 2020.
  • 734 funds tracked by Wall St. Rank held Welltower as of Q1 2021.

Based on Signet Investment Advisory Group's 13F filing for Q1 2021, filed 11 May 2021.