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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Certified Advisory Corp's WSR Position: Q2 2021 in Review

Certified Advisory Corp sold out of Whitestone REIT (WSR) in Q2 2021, closing a stake of 800 shares — an estimated $8K sold.

Certified Advisory Corp first reported a position in WSR in Q4 2017 and held it in 12 quarters. The position peaked at $16K in Q4 2017. 150 funds tracked by Wall St. Rank hold WSR as of Q2 2021.

Certified Advisory Corp reported no remaining Whitestone REIT position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 800 Whitestone REIT shares in Q2 2021, an estimated $8K.
Certified Advisory Corp first reported a position in Whitestone REIT in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Whitestone REIT position peaked at $16K in Q4 2017.
150 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.