Ellevest Inc’s Weingarten Realty Investors WRI Stock Holding History

Ellevest Inc’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	-52	Closed	-$2K	–	1666
2021 Q2	$2K	Hold	52	–	–	﹤0.01%	1104
2021 Q1	$1K	Hold	52	–	–	﹤0.01%	1245
2020 Q4	$1K	Buy	+52	New	+$1.02K	﹤0.01%	1164

Other funds holding WRI

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

Ellevest Inc's WRI Position: Q3 2021 in Review

Ellevest Inc sold out of Weingarten Realty Investors (WRI) in Q3 2021, closing a stake of 52 shares — an estimated $2K sold.

Ellevest Inc first reported a position in WRI in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 1 fund tracked by Wall St. Rank holds WRI as of Q3 2021.

Ellevest Inc reported no remaining Weingarten Realty Investors position as of Q3 2021 after selling out during the quarter.
Ellevest Inc sold 52 Weingarten Realty Investors shares in Q3 2021, an estimated $2K.
Ellevest Inc first reported a position in Weingarten Realty Investors in Q4 2020 and held it in 3 quarters.
Ellevest Inc's Weingarten Realty Investors position peaked at $2K in Q2 2021.
1 fund tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2021.

Based on Ellevest Inc's 13F filing for Q3 2021, filed 19 Oct 2021.