WealthShield Partners’s Ventas VTR Stock Holding History

WealthShield Partners’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-348	Closed	-$20K	–	734
2021 Q2	$20K	Buy	348 +1	+0.3%	+$56	﹤0.01%	653
2021 Q1	$19K	Buy	+347	New	+$17.8K	﹤0.01%	680

Other funds holding VTR

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

WealthShield Partners's VTR Position: Q3 2021 in Review

WealthShield Partners sold out of Ventas (VTR) in Q3 2021, closing a stake of 348 shares — an estimated $20K sold.

WealthShield Partners first reported a position in VTR in Q1 2021 and held it in 2 quarters. The position peaked at $20K in Q2 2021. 628 funds tracked by Wall St. Rank hold VTR as of Q3 2021.

WealthShield Partners reported no remaining Ventas position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 348 Ventas shares in Q3 2021, an estimated $20K.
WealthShield Partners first reported a position in Ventas in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Ventas position peaked at $20K in Q2 2021.
628 funds tracked by Wall St. Rank held Ventas as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.