PFWA
WRI

Paces Ferry Wealth Advisors’s Weingarten Realty Investors WRI Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-23
Closed – – 1267
2020
Q3 		$0 Buy
+23
New +$406 ﹤0.01% 1309

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Paces Ferry Wealth Advisors's WRI Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Weingarten Realty Investors (WRI) in Q4 2020, closing a stake of 23 shares.

Paces Ferry Wealth Advisors first reported a position in WRI in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 253 funds tracked by Wall St. Rank hold WRI as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Weingarten Realty Investors position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 23 Weingarten Realty Investors shares in Q4 2020.
  • Paces Ferry Wealth Advisors first reported a position in Weingarten Realty Investors in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Weingarten Realty Investors position peaked at $0 in Q3 2020.
  • 253 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.