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Weaver Consulting Group’s Welltower WELL Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-64
Closed -$4K – 902
2020
Q3 		$4K Hold
64
– – ﹤0.01% 751
2020
Q2 		$3K Hold
64
– – ﹤0.01% 765
2020
Q1 		$3K Hold
64
– – ﹤0.01% 674
2019
Q4 		$6K Hold
64
– – ﹤0.01% 584
2019
Q3 		$5K Hold
64
– – ﹤0.01% 616
2019
Q2 		$5K Buy
+64
New +$5.03K ﹤0.01% 597

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Weaver Consulting Group's WELL Position: Q4 2020 in Review

Weaver Consulting Group sold out of Welltower (WELL) in Q4 2020, closing a stake of 64 shares — an estimated $4K sold.

Weaver Consulting Group first reported a position in WELL in Q2 2019 and held it in 6 quarters. The position peaked at $6K in Q4 2019. 740 funds tracked by Wall St. Rank hold WELL as of Q4 2020.

  • Weaver Consulting Group reported no remaining Welltower position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 64 Welltower shares in Q4 2020, an estimated $4K.
  • Weaver Consulting Group first reported a position in Welltower in Q2 2019 and held it in 6 quarters.
  • Weaver Consulting Group's Welltower position peaked at $6K in Q4 2019.
  • 740 funds tracked by Wall St. Rank held Welltower as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.