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SYSTM Wealth Solutions’s Welltower WELL Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-1,451
Closed -$151K – 631
2024
Q2 		$151K Sell
1,451
-495
-25% -$48.5K 0.03% 212
2024
Q1 		$182K Sell
1,946
-163
-8% -$14.8K 0.02% 410
2023
Q4 		$190K Sell
2,109
-350
-14% -$30.4K 0.03% 385
2023
Q3 		$201K Buy
+2,459
New +$202K 0.03% 440

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's WELL Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Welltower (WELL) in Q3 2024, closing a stake of 1,451 shares — an estimated $151K sold.

SYSTM Wealth Solutions first reported a position in WELL in Q3 2023 and held it in 4 quarters. The position peaked at $201K in Q3 2023. 1,059 funds tracked by Wall St. Rank hold WELL as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Welltower position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,451 Welltower shares in Q3 2024, an estimated $151K.
  • SYSTM Wealth Solutions first reported a position in Welltower in Q3 2023 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Welltower position peaked at $201K in Q3 2023.
  • 1,059 funds tracked by Wall St. Rank held Welltower as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.