Avion Wealth’s Weingarten Realty Investors WRI Stock Holding History

Avion Wealth’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	-184	Closed	-$6K	–	428
2021 Q2	$6K	Hold	184	–	–	﹤0.01%	268
2021 Q1	$5K	Buy	+184	New	+$4.55K	﹤0.01%	274

Other funds holding WRI

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Avion Wealth's WRI Position: Q3 2021 in Review

Avion Wealth sold out of Weingarten Realty Investors (WRI) in Q3 2021, closing a stake of 184 shares — an estimated $6K sold.

Avion Wealth first reported a position in WRI in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 1 fund tracked by Wall St. Rank holds WRI as of Q3 2021.

Avion Wealth reported no remaining Weingarten Realty Investors position as of Q3 2021 after selling out during the quarter.
Avion Wealth sold 184 Weingarten Realty Investors shares in Q3 2021, an estimated $6K.
Avion Wealth first reported a position in Weingarten Realty Investors in Q1 2021 and held it in 2 quarters.
Avion Wealth's Weingarten Realty Investors position peaked at $6K in Q2 2021.
1 fund tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2021.

Based on Avion Wealth's 13F filing for Q3 2021, filed 1 Nov 2021.