FGAM
WSR

Financial Gravity Asset Management’s Whitestone REIT WSR Stock Holding History

Financial Gravity Asset Management’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5
Closed -$58 – 2051
2023
Q4 		$58 Buy
+5
New +$54 ﹤0.01% 1316
2022
Q3 		– Sell
-220
Closed -$2.53K – 878
2022
Q2 		$2.53K Buy
+220
New +$2.64K 0.08% 252
2021
Q4 		– Sell
-6
Closed -$10K – 1009
2021
Q3 		$10K Buy
+6
New +$55 ﹤0.01% 890

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Asset Management's WSR Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Whitestone REIT (WSR) in Q1 2024, closing a stake of 5 shares — an estimated $58 sold.

Financial Gravity Asset Management first reported a position in WSR in Q3 2021 and held it in 3 quarters. The position peaked at $10K in Q3 2021. 161 funds tracked by Wall St. Rank hold WSR as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining Whitestone REIT position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 5 Whitestone REIT shares in Q1 2024, an estimated $58.
  • Financial Gravity Asset Management first reported a position in Whitestone REIT in Q3 2021 and held it in 3 quarters.
  • Financial Gravity Asset Management's Whitestone REIT position peaked at $10K in Q3 2021.
  • 161 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.