CAC
WSR

Certified Advisory Corp’s Whitestone REIT WSR Stock Holding History

Certified Advisory Corp’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-800
Closed -$8K – 748
2021
Q1 		$8K Buy
+800
New +$7.16K ﹤0.01% 631
2020
Q2 		$6K Hold
800
– – ﹤0.01% 627
2020
Q1 		$5K Buy
800
+143
+22% +$1.69K ﹤0.01% 624
2019
Q4 		$9K Buy
657
+357
+119% +$4.9K ﹤0.01% 609
2019
Q3 		$4K Hold
300
– – ﹤0.01% 697
2019
Q2 		$4K Hold
300
– – ﹤0.01% 712
2019
Q1 		$4K Hold
300
– – ﹤0.01% 662
2018
Q4 		$4K Hold
300
– – ﹤0.01% 655
2018
Q3 		$4K Hold
300
– – ﹤0.01% 683
2018
Q2 		$4K Hold
300
– – ﹤0.01% 660
2018
Q1 		$3K Sell
300
-814
-73% -$9.93K ﹤0.01% 659
2017
Q4 		$16K Buy
+1,114
New +$15.7K 0.01% 407

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return