SFS
WRI

Sowell Financial Services’s Weingarten Realty Investors WRI Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-220
Closed -$5K – 3407
2020
Q4 		$5K Buy
+220
New +$4.32K ﹤0.01% 2307
2020
Q3 		– Sell
-67
Closed -$1K – 2792
2020
Q2 		$1K Sell
67
-170
-72% -$2.97K ﹤0.01% 2416
2020
Q1 		$3K Buy
+237
New +$6.25K ﹤0.01% 2034

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's WRI Position: Q1 2021 in Review

Sowell Financial Services sold out of Weingarten Realty Investors (WRI) in Q1 2021, closing a stake of 220 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in WRI in Q1 2020 and held it in 3 quarters. The position peaked at $5K in Q4 2020. 262 funds tracked by Wall St. Rank hold WRI as of Q1 2021.

  • Sowell Financial Services reported no remaining Weingarten Realty Investors position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 220 Weingarten Realty Investors shares in Q1 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in Weingarten Realty Investors in Q1 2020 and held it in 3 quarters.
  • Sowell Financial Services's Weingarten Realty Investors position peaked at $5K in Q4 2020.
  • 262 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.