STCOSD
WSR

Sageworth Trust Company of South Dakota’s Whitestone REIT WSR Stock Holding History

Sageworth Trust Company of South Dakota’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
2022
Q3 		– Sell
-21
Closed – – 650
2022
Q2 		$0 Hold
21
– – ﹤0.01% 689
2022
Q1 		$0 Sell
21
-105
-83% -$1.2K ﹤0.01% 697
2021
Q4 		$1K Buy
+126
New +$1.23K ﹤0.01% 700

Other funds holding WSR

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CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sageworth Trust Company of South Dakota's WSR Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Whitestone REIT (WSR) in Q3 2022, closing a stake of 21 shares.

Sageworth Trust Company of South Dakota first reported a position in WSR in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 161 funds tracked by Wall St. Rank hold WSR as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Whitestone REIT position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 21 Whitestone REIT shares in Q3 2022.
  • Sageworth Trust Company of South Dakota first reported a position in Whitestone REIT in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Whitestone REIT position peaked at $1K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.