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Sound View Wealth Advisors’s Welltower WELL Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$344K Sell
4,435
-22
-0.5% -$1.65K 0.11% 169
2018
Q4 		$309K Buy
+4,457
New +$303K 0.11% 169

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 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's WELL Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Welltower (WELL) stake by 0.49% in Q1 2019, selling an estimated $1.65K and leaving 4,435 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #169.

Sound View Wealth Advisors first reported a position in WELL in Q4 2018 and has held it in 2 quarters since. 805 funds tracked by Wall St. Rank hold WELL as of Q1 2019.

  • Sound View Wealth Advisors held 4,435 shares of Welltower worth $344K as of Q1 2019.
  • Sound View Wealth Advisors sold 22 Welltower shares in Q1 2019, an estimated $1.65K.
  • Welltower made up 0.11% of Sound View Wealth Advisors's portfolio in Q1 2019, its #169 holding.
  • Sound View Wealth Advisors first reported a position in Welltower in Q4 2018 and has held it in 2 quarters since.
  • 805 funds tracked by Wall St. Rank held Welltower as of Q1 2019.

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