Orion Portfolio Solutions’s Whitestone REIT WSR Stock Holding History

Orion Portfolio Solutions’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
2020 Q3	–	Sell	-1,958	Closed	-$14K	–	2064
2020 Q2	$14K	Buy	+1,958	New	+$12.4K	﹤0.01%	1087

Other funds holding WSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of Whitestone REIT (WSR) in Q3 2020, closing a stake of 1,958 shares — an estimated $14K sold.

Orion Portfolio Solutions first reported a position in WSR in Q2 2020 and held it in 1 quarter. The position peaked at $14K in Q2 2020. 122 funds tracked by Wall St. Rank hold WSR as of Q3 2020.

Orion Portfolio Solutions reported no remaining Whitestone REIT position as of Q3 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 1,958 Whitestone REIT shares in Q3 2020, an estimated $14K.
Orion Portfolio Solutions first reported a position in Whitestone REIT in Q2 2020 and held it in 1 quarter.
Orion Portfolio Solutions's Whitestone REIT position peaked at $14K in Q2 2020.
122 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2020.

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