Stonebridge Capital Advisors’s Weingarten Realty Investors WRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,000
Closed -$29K 1153
2021
Q2
$29K Buy
1,000
+500
+100% +$15.8K ﹤0.01% 568
2021
Q1
$13K Buy
+500
New +$12.4K ﹤0.01% 591
2020
Q3
Sell
-500
Closed -$9K 786
2020
Q2
$9K Hold
500
﹤0.01% 513
2020
Q1
$7K Hold
500
﹤0.01% 533
2019
Q4
$16K Buy
+500
New +$15.3K ﹤0.01% 488

Other funds holding WRI

Stonebridge Capital Advisors's WRI Position: Q3 2021 in Review

Stonebridge Capital Advisors sold out of Weingarten Realty Investors (WRI) in Q3 2021, closing a stake of 1,000 shares — an estimated $29K sold.

Stonebridge Capital Advisors first reported a position in WRI in Q4 2019 and held it in 5 quarters. The position peaked at $29K in Q2 2021. 1 fund tracked by Wall St. Rank holds WRI as of Q3 2021.

  • Stonebridge Capital Advisors reported no remaining Weingarten Realty Investors position as of Q3 2021 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 1,000 Weingarten Realty Investors shares in Q3 2021, an estimated $29K.
  • Stonebridge Capital Advisors first reported a position in Weingarten Realty Investors in Q4 2019 and held it in 5 quarters.
  • Stonebridge Capital Advisors's Weingarten Realty Investors position peaked at $29K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2021.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.