OIWM
WRI

OptiFour Integrated Wealth Management’s Weingarten Realty Investors WRI Stock Holding History

OptiFour Integrated Wealth Management’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
-9,438
Closed -$259K – 79
2019
Q2 		$259K Buy
+9,438
New +$272K 0.18% 64

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 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

OptiFour Integrated Wealth Management's WRI Position: Q3 2019 in Review

OptiFour Integrated Wealth Management sold out of Weingarten Realty Investors (WRI) in Q3 2019, closing a stake of 9,438 shares — an estimated $259K sold.

OptiFour Integrated Wealth Management first reported a position in WRI in Q2 2019 and held it in 1 quarter. The position peaked at $259K in Q2 2019. 293 funds tracked by Wall St. Rank hold WRI as of Q3 2019.

  • OptiFour Integrated Wealth Management reported no remaining Weingarten Realty Investors position as of Q3 2019 after selling out during the quarter.
  • OptiFour Integrated Wealth Management sold 9,438 Weingarten Realty Investors shares in Q3 2019, an estimated $259K.
  • OptiFour Integrated Wealth Management first reported a position in Weingarten Realty Investors in Q2 2019 and held it in 1 quarter.
  • OptiFour Integrated Wealth Management's Weingarten Realty Investors position peaked at $259K in Q2 2019.
  • 293 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q3 2019, filed 4 Oct 2019.