HGWM
WSR

Harvest Group Wealth Management’s Whitestone REIT WSR Stock Holding History

Harvest Group 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
Q3 		– Sell
-53
Closed – – 845
2020
Q2 		$0 Buy
53
+28
+112% +$178 ﹤0.01% 877
2020
Q1 		$0 Buy
+25
New +$294 ﹤0.01% 1049

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harvest Group Wealth Management's WSR Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of Whitestone REIT (WSR) in Q3 2020, closing a stake of 53 shares.

Harvest Group Wealth Management first reported a position in WSR in Q1 2020 and held it in 2 quarters. The position peaked at $0 in Q2 2020. 122 funds tracked by Wall St. Rank hold WSR as of Q3 2020.

  • Harvest Group Wealth Management reported no remaining Whitestone REIT position as of Q3 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 53 Whitestone REIT shares in Q3 2020.
  • Harvest Group Wealth Management first reported a position in Whitestone REIT in Q1 2020 and held it in 2 quarters.
  • Harvest Group Wealth Management's Whitestone REIT position peaked at $0 in Q2 2020.
  • 122 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.