OIA
WRI

OneDigital Investment Advisors’s Weingarten Realty Investors WRI Stock Holding History

OneDigital Investment 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
2019
Q3 		– Sell
-129
Closed -$4K – 1254
2019
Q2 		$4K Hold
129
– – ﹤0.01% 1091
2019
Q1 		$4K Hold
129
– – ﹤0.01% 1019
2018
Q4 		$3K Buy
+129
New +$3.58K ﹤0.01% 1022
2018
Q1 		– Sell
-1,084
Closed -$36K – 1393
2017
Q4 		$36K Hold
1,084
– – ﹤0.01% 605
2017
Q3 		$34K Hold
1,084
– – 0.01% 478
2017
Q2 		$33K Buy
+1,084
New +$34.6K 0.01% 590

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OneDigital Investment Advisors's WRI Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Weingarten Realty Investors (WRI) in Q3 2019, closing a stake of 129 shares — an estimated $4K sold.

OneDigital Investment Advisors first reported a position in WRI in Q2 2017 and held it in 6 quarters. The position peaked at $36K in Q4 2017. 293 funds tracked by Wall St. Rank hold WRI as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Weingarten Realty Investors position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 129 Weingarten Realty Investors shares in Q3 2019, an estimated $4K.
  • OneDigital Investment Advisors first reported a position in Weingarten Realty Investors in Q2 2017 and held it in 6 quarters.
  • OneDigital Investment Advisors's Weingarten Realty Investors position peaked at $36K in Q4 2017.
  • 293 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.