Larson Financial Group’s Weingarten Realty Investors WRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-389
Closed -$12K 977
2021
Q2
$12K Buy
389
+3
+0.8% +$95 ﹤0.01% 526
2021
Q1
$10K Buy
+386
New +$9.54K ﹤0.01% 562

Other funds holding WRI

Larson Financial Group's WRI Position: Q3 2021 in Review

Larson Financial Group sold out of Weingarten Realty Investors (WRI) in Q3 2021, closing a stake of 389 shares — an estimated $12K sold.

Larson Financial Group first reported a position in WRI in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q2 2021. 1 fund tracked by Wall St. Rank holds WRI as of Q3 2021.

  • Larson Financial Group reported no remaining Weingarten Realty Investors position as of Q3 2021 after selling out during the quarter.
  • Larson Financial Group sold 389 Weingarten Realty Investors shares in Q3 2021, an estimated $12K.
  • Larson Financial Group first reported a position in Weingarten Realty Investors in Q1 2021 and held it in 2 quarters.
  • Larson Financial Group's Weingarten Realty Investors position peaked at $12K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2021.

Based on Larson Financial Group's 13F filing for Q3 2021, filed 4 Nov 2021.