Harvest Group Wealth Management’s Weingarten Realty Investors WRI Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-86	Closed	-$2K	–	808
2020 Q4	$2K	Buy	+86	New	+$1.69K	﹤0.01%	404
2020 Q1	–	Sell	-85	Closed	-$2K	–	1143
2019 Q4	$2K	Hold	85	–	–	﹤0.01%	690
2019 Q3	$2K	Hold	85	–	–	﹤0.01%	795
2019 Q2	$2K	Hold	85	–	–	﹤0.01%	623
2019 Q1	$2K	Buy	+85	New	+$2.38K	﹤0.01%	707

Other funds holding WRI

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Harvest Group Wealth Management's WRI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Weingarten Realty Investors (WRI) in Q1 2021, closing a stake of 86 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in WRI in Q1 2019 and held it in 5 quarters. The position peaked at $2K in Q4 2020. 262 funds tracked by Wall St. Rank hold WRI as of Q1 2021.

Harvest Group Wealth Management reported no remaining Weingarten Realty Investors position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 86 Weingarten Realty Investors shares in Q1 2021, an estimated $2K.
Harvest Group Wealth Management first reported a position in Weingarten Realty Investors in Q1 2019 and held it in 5 quarters.
Harvest Group Wealth Management's Weingarten Realty Investors position peaked at $2K in Q4 2020.
262 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.