Financial Gravity Asset Management’s Weingarten Realty Investors WRI Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	$31K	Sell	1 -5	-83%	-$153	0.02%	861
2019 Q3	$0	Sell	6 -76	-93%	-$2.1K	﹤0.01%	1659
2019 Q2	$2K	Sell	82 -196	-71%	-$5.64K	﹤0.01%	974
2019 Q1	$8K	Buy	+278	New	+$7.79K	0.01%	613
2018 Q3	$4K	Sell	131 -229	-64%	-$6.95K	﹤0.01%	817
2018 Q2	$11K	Sell	360 -1,099	-75%	-$31.4K	0.01%	560
2018 Q1	$40K	Buy	+1,459	New	+$41.9K	0.04%	377

Other funds holding WRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Gravity Asset Management's WRI Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Weingarten Realty Investors (WRI) stake by 83% in Q4 2019, selling an estimated $153 and leaving 1 share worth $31K. The position accounts for 0.02% of the portfolio, ranked #861.

Financial Gravity Asset Management first reported a position in WRI in Q1 2018 and has held it in 7 quarters since. The position peaked at $40K in Q1 2018. 302 funds tracked by Wall St. Rank hold WRI as of Q4 2019.

Financial Gravity Asset Management held 1 share of Weingarten Realty Investors worth $31K as of Q4 2019.
Financial Gravity Asset Management sold 5 Weingarten Realty Investors shares in Q4 2019, an estimated $153.
Weingarten Realty Investors made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #861 holding.
Financial Gravity Asset Management first reported a position in Weingarten Realty Investors in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's Weingarten Realty Investors position peaked at $40K in Q1 2018.
302 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.