CIA
WRI

CSat Investment Advisory’s Weingarten Realty Investors WRI Stock Holding History

CSat Investment Advisory’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
2020
Q2 		– Sell
-453
Closed -$7K – 1188
2020
Q1 		$7K Buy
453
+80
+21% +$2.11K ﹤0.01% 993
2019
Q4 		$12K Buy
373
+38
+11% +$1.16K ﹤0.01% 950
2019
Q3 		$10K Buy
335
+69
+26% +$1.91K ﹤0.01% 941
2019
Q2 		$7K Buy
+266
New +$7.66K ﹤0.01% 1008

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CSat Investment Advisory's WRI Position: Q2 2020 in Review

CSat Investment Advisory sold out of Weingarten Realty Investors (WRI) in Q2 2020, closing a stake of 453 shares — an estimated $7K sold.

CSat Investment Advisory first reported a position in WRI in Q2 2019 and held it in 4 quarters. The position peaked at $12K in Q4 2019. 270 funds tracked by Wall St. Rank hold WRI as of Q2 2020.

  • CSat Investment Advisory reported no remaining Weingarten Realty Investors position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 453 Weingarten Realty Investors shares in Q2 2020, an estimated $7K.
  • CSat Investment Advisory first reported a position in Weingarten Realty Investors in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's Weingarten Realty Investors position peaked at $12K in Q4 2019.
  • 270 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.