CFD
WSR

Creative Financial Designs’s Whitestone REIT WSR Stock Holding History

Creative Financial Designs’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
Q3 		– Sell
-400
Closed -$3K – 1460
2021
Q2 		$3K Buy
+400
New +$3.6K ﹤0.01% 1286

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
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Creative Financial Designs's WSR Position: Q3 2021 in Review

Creative Financial Designs sold out of Whitestone REIT (WSR) in Q3 2021, closing a stake of 400 shares — an estimated $3K sold.

Creative Financial Designs first reported a position in WSR in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 149 funds tracked by Wall St. Rank hold WSR as of Q3 2021.

  • Creative Financial Designs reported no remaining Whitestone REIT position as of Q3 2021 after selling out during the quarter.
  • Creative Financial Designs sold 400 Whitestone REIT shares in Q3 2021, an estimated $3K.
  • Creative Financial Designs first reported a position in Whitestone REIT in Q2 2021 and held it in 1 quarter.
  • Creative Financial Designs's Whitestone REIT position peaked at $3K in Q2 2021.
  • 149 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2021.

Based on Creative Financial Designs's 13F filing for Q3 2021, filed 8 Oct 2021.