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Sound View Wealth Advisors’s Ventas VTR Stock Holding History

Sound View Wealth Advisors’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
Q1 		$743K Sell
11,645
-1,169
-9% -$73K 0.23% 108
2018
Q4 		$751K Buy
+12,814
New +$755K 0.27% 102

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound View Wealth Advisors's VTR Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Ventas (VTR) stake by 9.1% in Q1 2019, selling an estimated $73K and leaving 11,645 shares worth $743K. The position accounts for 0.23% of the portfolio, ranked #108.

Sound View Wealth Advisors first reported a position in VTR in Q4 2018 and has held it in 2 quarters since. The position peaked at $751K in Q4 2018. 764 funds tracked by Wall St. Rank hold VTR as of Q1 2019.

  • Sound View Wealth Advisors held 11,645 shares of Ventas worth $743K as of Q1 2019.
  • Sound View Wealth Advisors sold 1,169 Ventas shares in Q1 2019, an estimated $73K.
  • Ventas made up 0.23% of Sound View Wealth Advisors's portfolio in Q1 2019, its #108 holding.
  • Sound View Wealth Advisors first reported a position in Ventas in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Ventas position peaked at $751K in Q4 2018.
  • 764 funds tracked by Wall St. Rank held Ventas as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.