Question 1

How many shares of WELL does Williams Jones Wealth Management, LLC. own?

Accepted Answer

Williams Jones Wealth Management, LLC. previously held 0 shares of WELL (WELLTOWER INC) before exiting the position in 2020-Q2.

Question 2

What is Williams Jones Wealth Management, LLC.'s WELL position worth?

Accepted Answer

Williams Jones Wealth Management, LLC.'s WELL position was last reported at $0 in 2020-Q2 before the exit.

Question 3

Is Williams Jones Wealth Management, LLC. buying or selling WELL?

Accepted Answer

In 2020-Q2, Williams Jones Wealth Management, LLC. exited their WELL position entirely (-100.0% change in shares).

Question 4

When did Williams Jones Wealth Management, LLC. first buy WELL?

Accepted Answer

Based on available 13F filings, Williams Jones Wealth Management, LLC. first reported a position in WELL in 2019-Q3. They have held the position across 4 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2020-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$43.83	0
2020-Q1	Decreased	4,440	-87.5%	$203,000	0.0%	$38.20	0
2019-Q4	Increased	35,562	+3.0%	$2.9M	0.1%	$67.56	27
2019-Q3	New	34,512	-	$3.1M	0.1%	$74.10	37

WELL4 quarters

WELL
4 quarters