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
2020 Q1	–	Sell	-1	Closed	-$31K	–	1424
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 $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Gravity Asset Management's WRI Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of Weingarten Realty Investors (WRI) in Q1 2020, closing a stake of 1 share — an estimated $31K sold.

Financial Gravity Asset Management first reported a position in WRI in Q1 2018 and held it in 7 quarters. The position peaked at $40K in Q1 2018. 289 funds tracked by Wall St. Rank hold WRI as of Q1 2020.

Financial Gravity Asset Management reported no remaining Weingarten Realty Investors position as of Q1 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Weingarten Realty Investors share in Q1 2020, an estimated $31K.
Financial Gravity Asset Management first reported a position in Weingarten Realty Investors in Q1 2018 and held it in 7 quarters.
Financial Gravity Asset Management's Weingarten Realty Investors position peaked at $40K in Q1 2018.
289 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.