EWP
WRI

Engrave Wealth Partners’s Weingarten Realty Investors WRI Stock Holding History

Engrave Wealth Partners’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
-1,100
Closed -$15K – 508
2020
Q1 		$15K Hold
1,100
– – 0.02% 175
2019
Q4 		$34K Buy
+1,100
New +$33.7K 0.03% 162

Other funds holding WRI

Vanguard Group
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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

Engrave Wealth Partners's WRI Position: Q2 2020 in Review

Engrave Wealth Partners sold out of Weingarten Realty Investors (WRI) in Q2 2020, closing a stake of 1,100 shares — an estimated $15K sold.

Engrave Wealth Partners first reported a position in WRI in Q4 2019 and held it in 2 quarters. The position peaked at $34K in Q4 2019. 270 funds tracked by Wall St. Rank hold WRI as of Q2 2020.

  • Engrave Wealth Partners reported no remaining Weingarten Realty Investors position as of Q2 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 1,100 Weingarten Realty Investors shares in Q2 2020, an estimated $15K.
  • Engrave Wealth Partners first reported a position in Weingarten Realty Investors in Q4 2019 and held it in 2 quarters.
  • Engrave Wealth Partners's Weingarten Realty Investors position peaked at $34K in Q4 2019.
  • 270 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q2 2020.

Based on Engrave Wealth Partners's 13F filing for Q2 2020, filed 14 Jul 2020.