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San Francisco Sentry Investment Group’s Westwood Holdings Group WHG Stock Holding History

San Francisco Sentry Investment Group’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-27
Closed -$1K – 1000
2019
Q4 		$1K Buy
+27
New +$801 ﹤0.01% 873

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San Francisco Sentry Investment Group's WHG Position: Q1 2020 in Review

San Francisco Sentry Investment Group sold out of Westwood Holdings Group (WHG) in Q1 2020, closing a stake of 27 shares — an estimated $1K sold.

San Francisco Sentry Investment Group first reported a position in WHG in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 73 funds tracked by Wall St. Rank hold WHG as of Q1 2020.

  • San Francisco Sentry Investment Group reported no remaining Westwood Holdings Group position as of Q1 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 27 Westwood Holdings Group shares in Q1 2020, an estimated $1K.
  • San Francisco Sentry Investment Group first reported a position in Westwood Holdings Group in Q4 2019 and held it in 1 quarter.
  • San Francisco Sentry Investment Group's Westwood Holdings Group position peaked at $1K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2020, filed 9 Apr 2020.