TD Ameritrade Investment Management’s Welltower WELL Stock Holding History

TD Ameritrade Investment 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
2023 Q3	–	Sell	-27	Closed	-$2K	–	510
2023 Q2	$2K	Buy	27 +6	+29%	+$462	﹤0.01%	483
2023 Q1	$2K	Sell	21 -8	-28%	-$580	﹤0.01%	515
2022 Q4	$2K	Hold	29	–	–	﹤0.01%	516
2022 Q3	$2K	Hold	29	–	–	﹤0.01%	530
2022 Q2	$2K	Sell	29 -187	-87%	-$16.6K	﹤0.01%	563
2022 Q1	$21K	Hold	216	–	–	﹤0.01%	418
2021 Q4	$19K	Buy	+216	New	+$18K	﹤0.01%	422

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

TD Ameritrade Investment Management's WELL Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Welltower (WELL) in Q3 2023, closing a stake of 27 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in WELL in Q4 2021 and held it in 7 quarters. The position peaked at $21K in Q1 2022. 827 funds tracked by Wall St. Rank hold WELL as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Welltower position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 27 Welltower shares in Q3 2023, an estimated $2K.
TD Ameritrade Investment Management first reported a position in Welltower in Q4 2021 and held it in 7 quarters.
TD Ameritrade Investment Management's Welltower position peaked at $21K in Q1 2022.
827 funds tracked by Wall St. Rank held Welltower as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.