JFS Wealth Advisors’s Weingarten Realty Investors WRI Stock Holding History

JFS Wealth Advisors’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	-500	Closed	-$11K	–	644
2020 Q4	$11K	Hold	500	–	–	﹤0.01%	415
2020 Q3	$8K	Hold	500	–	–	﹤0.01%	414
2020 Q2	$9K	Hold	500	–	–	﹤0.01%	395
2020 Q1	$7K	Hold	500	–	–	﹤0.01%	377
2019 Q4	$16K	Hold	500	–	–	﹤0.01%	332
2019 Q3	$15K	Buy	+500	New	+$13.8K	﹤0.01%	333
2016 Q3	–	Sell	-1,000	Closed	-$41K	–	520
2016 Q2	$41K	Hold	1,000	–	–	0.01%	277
2016 Q1	$38K	Hold	1,000	–	–	0.01%	263
2015 Q4	$35K	Hold	1,000	–	–	0.01%	275
2015 Q3	$33K	Hold	1,000	–	–	0.01%	239
2015 Q2	$33K	Buy	+1,000	New	+$33.9K	0.02%	220
2015 Q1	–	Hold	0	–	–	–	214
2014 Q4	–	Hold	0	–	–	–	226

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

JFS Wealth Advisors's WRI Position: Q1 2021 in Review

JFS Wealth Advisors sold out of Weingarten Realty Investors (WRI) in Q1 2021, closing a stake of 500 shares — an estimated $11K sold.

JFS Wealth Advisors first reported a position in WRI in Q2 2015 and held it in 11 quarters. The position peaked at $41K in Q2 2016. 262 funds tracked by Wall St. Rank hold WRI as of Q1 2021.

JFS Wealth Advisors reported no remaining Weingarten Realty Investors position as of Q1 2021 after selling out during the quarter.
JFS Wealth Advisors sold 500 Weingarten Realty Investors shares in Q1 2021, an estimated $11K.
JFS Wealth Advisors first reported a position in Weingarten Realty Investors in Q2 2015 and held it in 11 quarters.
JFS Wealth Advisors's Weingarten Realty Investors position peaked at $41K in Q2 2016.
262 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2021.

Based on JFS Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.