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Sound View Wealth Advisors Group’s Ventas VTR Stock Holding History

Sound View Wealth Advisors 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
Q4 		– Sell
-4,796
Closed -$201K – 261
2020
Q3 		$201K Buy
+4,796
New +$192K 0.05% 239
2020
Q1 		– Sell
-8,742
Closed -$505K – 239
2019
Q4 		$505K Sell
8,742
-1,243
-12% -$78.1K 0.14% 138
2019
Q3 		$729K Sell
9,985
-534
-5% -$37.9K 0.22% 111
2019
Q2 		$719K Buy
+10,519
New +$671K 0.21% 115

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound View Wealth Advisors Group's VTR Position: Q4 2020 in Review

Sound View Wealth Advisors Group sold out of Ventas (VTR) in Q4 2020, closing a stake of 4,796 shares — an estimated $201K sold.

Sound View Wealth Advisors Group first reported a position in VTR in Q2 2019 and held it in 4 quarters. The position peaked at $729K in Q3 2019. 624 funds tracked by Wall St. Rank hold VTR as of Q4 2020.

  • Sound View Wealth Advisors Group reported no remaining Ventas position as of Q4 2020 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 4,796 Ventas shares in Q4 2020, an estimated $201K.
  • Sound View Wealth Advisors Group first reported a position in Ventas in Q2 2019 and held it in 4 quarters.
  • Sound View Wealth Advisors Group's Ventas position peaked at $729K in Q3 2019.
  • 624 funds tracked by Wall St. Rank held Ventas as of Q4 2020.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2020, filed 2 Feb 2021.