Taylor Hoffman Wealth Management’s Welltower WELL Stock Holding History

Taylor Hoffman Wealth Management’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	-124	Closed	-$6K	–	365
2020 Q2	$6K	Buy	+124	New	+$6.09K	﹤0.01%	323
2020 Q1	–	Sell	-124	Closed	-$10K	–	385
2019 Q4	$10K	Hold	124	–	–	0.01%	319
2019 Q3	$11K	Hold	124	–	–	0.01%	302
2019 Q2	$10K	Hold	124	–	–	0.01%	291
2019 Q1	$10K	Hold	124	–	–	0.01%	291
2018 Q4	$9K	Sell	124 -115	-48%	-$7.82K	0.01%	289
2018 Q3	$15K	Hold	239	–	–	0.01%	259
2018 Q2	$15K	Hold	239	–	–	0.01%	245
2018 Q1	$13K	Hold	239	–	–	0.01%	261
2017 Q4	$15K	Buy	+239	New	+$16K	0.01%	266

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Taylor Hoffman Wealth Management's WELL Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Welltower (WELL) in Q3 2020, closing a stake of 124 shares — an estimated $6K sold.

Taylor Hoffman Wealth Management first reported a position in WELL in Q4 2017 and held it in 10 quarters. The position peaked at $15K in Q3 2018. 702 funds tracked by Wall St. Rank hold WELL as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Welltower position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 124 Welltower shares in Q3 2020, an estimated $6K.
Taylor Hoffman Wealth Management first reported a position in Welltower in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Welltower position peaked at $15K in Q3 2018.
702 funds tracked by Wall St. Rank held Welltower as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.