CM Wealth Advisors’s Whitestone REIT WSR Stock Holding History

CM Wealth Advisors’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
2023 Q2	–	Sell	-21,689	Closed	-$189K	–	436
2023 Q1	$189K	Buy	+21,689	New	+$210K	0.04%	378

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

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CM Wealth Advisors's WSR Position: Q2 2023 in Review

CM Wealth Advisors sold out of Whitestone REIT (WSR) in Q2 2023, closing a stake of 21,689 shares — an estimated $189K sold.

CM Wealth Advisors first reported a position in WSR in Q1 2023 and held it in 1 quarter. The position peaked at $189K in Q1 2023. 154 funds tracked by Wall St. Rank hold WSR as of Q2 2023.

CM Wealth Advisors reported no remaining Whitestone REIT position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 21,689 Whitestone REIT shares in Q2 2023, an estimated $189K.
CM Wealth Advisors first reported a position in Whitestone REIT in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Whitestone REIT position peaked at $189K in Q1 2023.
154 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.