Golden State Wealth Management’s Whitestone REIT WSR Stock Holding History

Golden State Wealth 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
2020 Q4	–	Sell	-1,722	Closed	-$10K	–	426
2020 Q3	$10K	Buy	+1,722	New	+$11.2K	﹤0.01%	403
2020 Q2	–	Sell	-1,425	Closed	-$9K	–	924
2020 Q1	$9K	Buy	+1,425	New	+$16.8K	﹤0.01%	647
2019 Q4	–	Sell	-1,425	Closed	-$20K	–	972
2019 Q3	$20K	Buy	1,425 +1	+0.1%	+$13	0.01%	617
2019 Q2	$18K	Sell	1,424 -1	-0.1%	-$13	0.01%	636
2019 Q1	$17K	Buy	+1,425	New	+$18.8K	0.01%	668

Other funds holding WSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Golden State Wealth Management's WSR Position: Q4 2020 in Review

Golden State Wealth Management sold out of Whitestone REIT (WSR) in Q4 2020, closing a stake of 1,722 shares — an estimated $10K sold.

Golden State Wealth Management first reported a position in WSR in Q1 2019 and held it in 5 quarters. The position peaked at $20K in Q3 2019. 126 funds tracked by Wall St. Rank hold WSR as of Q4 2020.

Golden State Wealth Management reported no remaining Whitestone REIT position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 1,722 Whitestone REIT shares in Q4 2020, an estimated $10K.
Golden State Wealth Management first reported a position in Whitestone REIT in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's Whitestone REIT position peaked at $20K in Q3 2019.
126 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.