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TRUE Private Wealth Advisors’s Welltower WELL Stock Holding History

TRUE Private 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
2021
Q1 		– Sell
-150
Closed -$9K – 703
2020
Q4 		$9K Hold
150
– – ﹤0.01% 552
2020
Q3 		$8K Hold
150
– – ﹤0.01% 527
2020
Q2 		$7K Hold
150
– – ﹤0.01% 530
2020
Q1 		$6K Hold
150
– – ﹤0.01% 511
2019
Q4 		$12K Buy
+150
New +$12.8K ﹤0.01% 577
2019
Q3 		– Sell
-150
Closed -$12K – 715
2019
Q2 		$12K Buy
+150
New +$11.8K ﹤0.01% 528
2018
Q4 		– Sell
-194
Closed -$12.5K – 909
2018
Q3 		$12.5K Buy
+194
New +$12.5K ﹤0.01% 707

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TRUE Private Wealth Advisors's WELL Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Welltower (WELL) in Q1 2021, closing a stake of 150 shares — an estimated $9K sold.

TRUE Private Wealth Advisors first reported a position in WELL in Q3 2018 and held it in 7 quarters. The position peaked at $12.5K in Q3 2018. 734 funds tracked by Wall St. Rank hold WELL as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Welltower position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 150 Welltower shares in Q1 2021, an estimated $9K.
  • TRUE Private Wealth Advisors first reported a position in Welltower in Q3 2018 and held it in 7 quarters.
  • TRUE Private Wealth Advisors's Welltower position peaked at $12.5K in Q3 2018.
  • 734 funds tracked by Wall St. Rank held Welltower as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.