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Stonebridge Financial Planning Group’s Welltower WELL Stock Holding History

Stonebridge Financial Planning 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
2020
Q3 		– Sell
-284
Closed -$15K – 411
2020
Q2 		$15K Buy
284
+2
+0.7% +$98 0.01% 281
2020
Q1 		$15K Buy
+282
New +$20.8K 0.02% 271

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stonebridge Financial Planning Group's WELL Position: Q3 2020 in Review

Stonebridge Financial Planning Group sold out of Welltower (WELL) in Q3 2020, closing a stake of 284 shares — an estimated $15K sold.

Stonebridge Financial Planning Group first reported a position in WELL in Q1 2020 and held it in 2 quarters. The position peaked at $15K in Q2 2020. 702 funds tracked by Wall St. Rank hold WELL as of Q3 2020.

  • Stonebridge Financial Planning Group reported no remaining Welltower position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 284 Welltower shares in Q3 2020, an estimated $15K.
  • Stonebridge Financial Planning Group first reported a position in Welltower in Q1 2020 and held it in 2 quarters.
  • Stonebridge Financial Planning Group's Welltower position peaked at $15K in Q2 2020.
  • 702 funds tracked by Wall St. Rank held Welltower as of Q3 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2020, filed 26 Oct 2020.