APP
WRI

Avantax Planning Partners’s Weingarten Realty Investors WRI Stock Holding History

Avantax Planning Partners’s Portfolio WRI Stock Details WRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-684
Closed -$20K – 1340
2018
Q3 		$20K Buy
+684
New +$20.8K ﹤0.01% 709
2018
Q2 		– Sell
-1,184
Closed -$33K – 1673
2018
Q1 		$33K Buy
+1,184
New +$34K ﹤0.01% 622

Other funds holding WRI

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Planning Partners's WRI Position: Q4 2018 in Review

Avantax Planning Partners sold out of Weingarten Realty Investors (WRI) in Q4 2018, closing a stake of 684 shares — an estimated $20K sold.

Avantax Planning Partners first reported a position in WRI in Q1 2018 and held it in 2 quarters. The position peaked at $33K in Q1 2018. 288 funds tracked by Wall St. Rank hold WRI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Weingarten Realty Investors position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 684 Weingarten Realty Investors shares in Q4 2018, an estimated $20K.
  • Avantax Planning Partners first reported a position in Weingarten Realty Investors in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Weingarten Realty Investors position peaked at $33K in Q1 2018.
  • 288 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.