HWMA
WRI

Heritage Wealth Management (Arizona)’s Weingarten Realty Investors WRI Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		– Sell
-298
Closed -$10K – 938
2021
Q2 		$10K Buy
+298
New +$9.39K ﹤0.01% 669

Other funds holding WRI

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Heritage Wealth Management (Arizona)'s WRI Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of Weingarten Realty Investors (WRI) in Q3 2021, closing a stake of 298 shares — an estimated $10K sold.

Heritage Wealth Management (Arizona) first reported a position in WRI in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 1 fund tracked by Wall St. Rank holds WRI as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Weingarten Realty Investors position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 298 Weingarten Realty Investors shares in Q3 2021, an estimated $10K.
  • Heritage Wealth Management (Arizona) first reported a position in Weingarten Realty Investors in Q2 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Weingarten Realty Investors position peaked at $10K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.