NFSG
WHLRP

Newbridge Financial Services Group’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

Newbridge Financial Services Group’s Portfolio WHLRP Stock Details WHLRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,100
Closed -$40K – 1438
2020
Q4 		$40K Sell
3,100
-4,920
-61% -$54.8K 0.03% 378
2020
Q3 		$77K Buy
+8,020
New +$76.3K 0.08% 231

Other funds holding WHLRP

KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Newbridge Financial Services Group's WHLRP Position: Q1 2021 in Review

Newbridge Financial Services Group sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q1 2021, closing a stake of 3,100 shares — an estimated $40K sold.

Newbridge Financial Services Group first reported a position in WHLRP in Q3 2020 and held it in 2 quarters. The position peaked at $77K in Q3 2020. 2 funds tracked by Wall St. Rank hold WHLRP as of Q1 2021.

  • Newbridge Financial Services Group reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q1 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 3,100 Wheeler Real Estate Investment Trust Preferred Stock shares in Q1 2021, an estimated $40K.
  • Newbridge Financial Services Group first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q3 2020 and held it in 2 quarters.
  • Newbridge Financial Services Group's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $77K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q1 2021.

Based on Newbridge Financial Services Group's 13F filing for Q1 2021, filed 7 Sep 2021.