LWCFA
WSR

Loring Wolcott & Coolidge Fiduciary Advisors’s Whitestone REIT WSR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021
Q3 		– Sell
-288
Closed -$2K – 945
2021
Q2 		$2K Buy
+288
New +$2.59K ﹤0.01% 903

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State Street
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Geode Capital Management
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Prudential Financial
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WSR Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Whitestone REIT (WSR) in Q3 2021, closing a stake of 288 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WSR in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 150 funds tracked by Wall St. Rank hold WSR as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Whitestone REIT position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 288 Whitestone REIT shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Whitestone REIT in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Whitestone REIT position peaked at $2K in Q2 2021.
  • 150 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.