AWM
WSR

Accurate Wealth Management’s Whitestone REIT WSR Stock Holding History

Accurate Wealth Management’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-82
Closed -$804 – 1475
2022
Q4 		$804 Buy
+82
New +$755 ﹤0.01% 1418

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accurate Wealth Management's WSR Position: Q1 2023 in Review

Accurate Wealth Management sold out of Whitestone REIT (WSR) in Q1 2023, closing a stake of 82 shares — an estimated $804 sold.

Accurate Wealth Management first reported a position in WSR in Q4 2022 and held it in 1 quarter. The position peaked at $804 in Q4 2022. 163 funds tracked by Wall St. Rank hold WSR as of Q1 2023.

  • Accurate Wealth Management reported no remaining Whitestone REIT position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 82 Whitestone REIT shares in Q1 2023, an estimated $804.
  • Accurate Wealth Management first reported a position in Whitestone REIT in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Whitestone REIT position peaked at $804 in Q4 2022.
  • 163 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.