Allworth Financial’s Weingarten Realty Investors WRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-168
| Closed | -$5K | – | 2027 |
|
|
2021
Q2 | $5K | Buy |
+168
| New | +$5.29K | ﹤0.01% | 1236 |
|
|
2020
Q2 | – | Sell |
-116
| Closed | -$2K | – | 1431 |
|
|
2020
Q1 | $2K | Hold |
116
| – | – | ﹤0.01% | 1106 |
|
|
2019
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 824 |
|
|
2019
Q3 | $3K | Hold |
116
| – | – | ﹤0.01% | 791 |
|
|
2019
Q2 | $3K | Hold |
116
| – | – | ﹤0.01% | 787 |
|
|
2019
Q1 | $3K | Hold |
116
| – | – | ﹤0.01% | 798 |
|
|
2018
Q4 | $3K | Hold |
116
| – | – | ﹤0.01% | 709 |
|
|
2018
Q3 | $3K | Hold |
116
| – | – | ﹤0.01% | 767 |
|
|
2018
Q2 | $4K | Hold |
116
| – | – | ﹤0.01% | 700 |
|
|
2018
Q1 | $3K | Hold |
116
| – | – | ﹤0.01% | 680 |
|
|
2017
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 610 |
|
|
2017
Q3 | $4K | Hold |
116
| – | – | ﹤0.01% | 613 |
|
|
2017
Q2 | $3K | Hold |
116
| – | – | ﹤0.01% | 649 |
|
|
2017
Q1 | $4K | Hold |
116
| – | – | ﹤0.01% | 585 |
|
|
2016
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 521 |
|
|
2016
Q3 | $5K | Hold |
116
| – | – | ﹤0.01% | 514 |
|
|
2016
Q2 | $5K | Hold |
116
| – | – | ﹤0.01% | 472 |
|
|
2016
Q1 | $4K | Hold |
116
| – | – | ﹤0.01% | 486 |
|
|
2015
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 483 |
|
|
2015
Q3 | $4K | Hold |
116
| – | – | ﹤0.01% | 478 |
|
|
2015
Q2 | $4K | Buy |
+116
| New | +$3.93K | ﹤0.01% | 473 |
|
Other funds holding WRI
Allworth Financial's WRI Position: Q3 2021 in Review
Allworth Financial sold out of Weingarten Realty Investors (WRI) in Q3 2021, closing a stake of 168 shares — an estimated $5K sold.
Allworth Financial first reported a position in WRI in Q2 2015 and held it in 21 quarters. The position peaked at $5K in Q2 2021. 1 fund tracked by Wall St. Rank holds WRI as of Q3 2021.
- Allworth Financial reported no remaining Weingarten Realty Investors position as of Q3 2021 after selling out during the quarter.
- Allworth Financial sold 168 Weingarten Realty Investors shares in Q3 2021, an estimated $5K.
- Allworth Financial first reported a position in Weingarten Realty Investors in Q2 2015 and held it in 21 quarters.
- Allworth Financial's Weingarten Realty Investors position peaked at $5K in Q2 2021.
- 1 fund tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2021.
Based on Allworth Financial's 13F filing for Q3 2021, filed 2 Nov 2021.