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Sonora Investment Management’s Ventas VTR Stock Holding History

Sonora Investment Management’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
2019
Q4 		– Sell
-21
Closed -$2K – 1739
2019
Q3 		$2K Hold
21
– – ﹤0.01% 1574
2019
Q2 		$1K Hold
21
– – ﹤0.01% 1643
2019
Q1 		$1K Hold
21
– – ﹤0.01% 1452
2018
Q4 		$1K Buy
+21
New +$1.24K ﹤0.01% 1213
2018
Q1 		– Sell
-214
Closed -$12.8K – 1225
2017
Q4 		$12.8K Hold
214
– – ﹤0.01% 714
2017
Q3 		$13.9K Hold
214
– – ﹤0.01% 620
2017
Q2 		$14.9K Buy
+214
New +$14.2K ﹤0.01% 602

Other funds holding VTR

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Sonora Investment Management's VTR Position: Q4 2019 in Review

Sonora Investment Management sold out of Ventas (VTR) in Q4 2019, closing a stake of 21 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in VTR in Q2 2017 and held it in 7 quarters. The position peaked at $14.9K in Q2 2017. 782 funds tracked by Wall St. Rank hold VTR as of Q4 2019.

  • Sonora Investment Management reported no remaining Ventas position as of Q4 2019 after selling out during the quarter.
  • Sonora Investment Management sold 21 Ventas shares in Q4 2019, an estimated $2K.
  • Sonora Investment Management first reported a position in Ventas in Q2 2017 and held it in 7 quarters.
  • Sonora Investment Management's Ventas position peaked at $14.9K in Q2 2017.
  • 782 funds tracked by Wall St. Rank held Ventas as of Q4 2019.

Based on Sonora Investment Management's 13F filing for Q4 2019, filed 17 Jan 2020.