OPS
WRI

Orion Portfolio Solutions’s Weingarten Realty Investors WRI Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-1,163
Closed -$22K – 2309
2020
Q2 		$22K Buy
1,163
+809
+229% +$14.2K ﹤0.01% 929
2020
Q1 		$5K Sell
354
-305
-46% -$8.05K ﹤0.01% 1335
2019
Q4 		$21K Buy
+659
New +$20.2K ﹤0.01% 763

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Orion Portfolio Solutions's WRI Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Weingarten Realty Investors (WRI) in Q3 2020, closing a stake of 1,163 shares — an estimated $22K sold.

Orion Portfolio Solutions first reported a position in WRI in Q4 2019 and held it in 3 quarters. The position peaked at $22K in Q2 2020. 251 funds tracked by Wall St. Rank hold WRI as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Weingarten Realty Investors position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,163 Weingarten Realty Investors shares in Q3 2020, an estimated $22K.
  • Orion Portfolio Solutions first reported a position in Weingarten Realty Investors in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Weingarten Realty Investors position peaked at $22K in Q2 2020.
  • 251 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.