AWE
WRI

Avidian Wealth Enterprises’s Weingarten Realty Investors WRI Stock Holding History

Avidian Wealth Enterprises’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
2021
Q3 		– Sell
-16,165
Closed -$518K – 433
2021
Q2 		$518K Sell
16,165
-3,025
-16% -$95.3K 0.04% 216
2021
Q1 		$516K Buy
19,190
+1,599
+9% +$39.5K 0.04% 205
2020
Q4 		$381K Buy
17,591
+2,013
+13% +$39.5K 0.04% 225
2020
Q3 		$264K Buy
15,578
+1,678
+12% +$29.6K 0.03% 233
2020
Q2 		$263K Sell
13,900
-937
-6% -$16.4K 0.04% 216
2020
Q1 		$214K Buy
+14,837
New +$392K 0.03% 186

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Avidian Wealth Enterprises's WRI Position: Q3 2021 in Review

Avidian Wealth Enterprises sold out of Weingarten Realty Investors (WRI) in Q3 2021, closing a stake of 16,165 shares — an estimated $518K sold.

Avidian Wealth Enterprises first reported a position in WRI in Q1 2020 and held it in 6 quarters. The position peaked at $518K in Q2 2021. 1 fund tracked by Wall St. Rank holds WRI as of Q3 2021.

  • Avidian Wealth Enterprises reported no remaining Weingarten Realty Investors position as of Q3 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 16,165 Weingarten Realty Investors shares in Q3 2021, an estimated $518K.
  • Avidian Wealth Enterprises first reported a position in Weingarten Realty Investors in Q1 2020 and held it in 6 quarters.
  • Avidian Wealth Enterprises's Weingarten Realty Investors position peaked at $518K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2021, filed 10 Nov 2021.