Clearstead Advisors’s Weingarten Realty Investors WRI Stock Holding History

Clearstead 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	-341	Closed	-$11K	–	1439
2021 Q2	$11K	Buy	341 +41	+14%	+$1.29K	﹤0.01%	793
2021 Q1	$8K	Hold	300	–	–	﹤0.01%	823
2020 Q4	$7K	Hold	300	–	–	﹤0.01%	775
2020 Q3	$5K	Sell	300 -600	-67%	-$10.6K	﹤0.01%	750
2020 Q2	$17K	Hold	900	–	–	﹤0.01%	545
2020 Q1	$13K	Buy	+900	New	+$23.7K	﹤0.01%	553

Other funds holding WRI

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

Clearstead Advisors's WRI Position: Q3 2021 in Review

Clearstead Advisors sold out of Weingarten Realty Investors (WRI) in Q3 2021, closing a stake of 341 shares — an estimated $11K sold.

Clearstead Advisors first reported a position in WRI in Q1 2020 and held it in 6 quarters. The position peaked at $17K in Q2 2020. 1 fund tracked by Wall St. Rank holds WRI as of Q3 2021.

Clearstead Advisors reported no remaining Weingarten Realty Investors position as of Q3 2021 after selling out during the quarter.
Clearstead Advisors sold 341 Weingarten Realty Investors shares in Q3 2021, an estimated $11K.
Clearstead Advisors first reported a position in Weingarten Realty Investors in Q1 2020 and held it in 6 quarters.
Clearstead Advisors's Weingarten Realty Investors position peaked at $17K in Q2 2020.
1 fund tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2021.

Based on Clearstead Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.