BCA
WRI

Berman Capital Advisors’s Weingarten Realty Investors WRI Stock Holding History

Berman Capital Advisors’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
-100
Closed -$3K – 2307
2021
Q2 		$3K Hold
100
– – ﹤0.01% 1545
2021
Q1 		$2K Buy
100
+55
+122% +$1.36K ﹤0.01% 1579
2020
Q4 		$0 Sell
45
-80
-64% -$1.57K ﹤0.01% 1897
2020
Q3 		$2K Sell
125
-11
-8% -$194 ﹤0.01% 1378
2020
Q2 		$2K Buy
136
+135
+13,500% +$2.36K ﹤0.01% 1355
2020
Q1 		$0 Sell
1
-80
-99% -$2.11K ﹤0.01% 1759
2019
Q4 		$2K Buy
81
+1
+1% +$31 ﹤0.01% 1280
2019
Q3 		$2K Buy
80
+1
+1% +$28 ﹤0.01% 1264
2019
Q2 		$2K Buy
79
+1
+1% +$29 ﹤0.01% 1271
2019
Q1 		$2K Buy
78
+2
+3% +$56 ﹤0.01% 1156
2018
Q4 		$1K Buy
+76
New +$2.11K ﹤0.01% 1097

Other funds holding WRI

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

Berman Capital Advisors's WRI Position: Q3 2021 in Review

Berman Capital Advisors sold out of Weingarten Realty Investors (WRI) in Q3 2021, closing a stake of 100 shares — an estimated $3K sold.

Berman Capital Advisors first reported a position in WRI in Q4 2018 and held it in 11 quarters. The position peaked at $3K in Q2 2021. 1 fund tracked by Wall St. Rank holds WRI as of Q3 2021.

  • Berman Capital Advisors reported no remaining Weingarten Realty Investors position as of Q3 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 100 Weingarten Realty Investors shares in Q3 2021, an estimated $3K.
  • Berman Capital Advisors first reported a position in Weingarten Realty Investors in Q4 2018 and held it in 11 quarters.
  • Berman Capital Advisors's Weingarten Realty Investors position peaked at $3K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.