KWA
WRI

KCS Wealth Advisory’s Weingarten Realty Investors WRI Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-127
Closed -$3.7K – 438
2019
Q3 		$3.7K Buy
+127
New +$3.51K ﹤0.01% 404

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KCS Wealth Advisory's WRI Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Weingarten Realty Investors (WRI) in Q4 2019, closing a stake of 127 shares — an estimated $3.7K sold.

KCS Wealth Advisory first reported a position in WRI in Q3 2019 and held it in 1 quarter. The position peaked at $3.7K in Q3 2019. 302 funds tracked by Wall St. Rank hold WRI as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Weingarten Realty Investors position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 127 Weingarten Realty Investors shares in Q4 2019, an estimated $3.7K.
  • KCS Wealth Advisory first reported a position in Weingarten Realty Investors in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Weingarten Realty Investors position peaked at $3.7K in Q3 2019.
  • 302 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.