SWA
WSR

Sutton Wealth Advisors’s Whitestone REIT WSR Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-1,028
Closed -$9.91K – 1575
2022
Q4 		$9.91K Hold
1,028
– – ﹤0.01% 946
2022
Q3 		$8.7K Hold
1,028
– – ﹤0.01% 938
2022
Q2 		$11.1K Sell
1,028
-9
-0.9% -$108 ﹤0.01% 868
2022
Q1 		$13.7K Buy
1,037
+9
+0.9% +$103 ﹤0.01% 844
2021
Q4 		$10.4K Hold
1,028
– – ﹤0.01% 921
2021
Q3 		$10.1K Buy
1,028
+1
+0.1% +$9 ﹤0.01% 907
2021
Q2 		$8.47K Hold
1,027
– – ﹤0.01% 960
2021
Q1 		$9.96K Hold
1,027
– – ﹤0.01% 881
2020
Q4 		$8.19K Hold
1,027
– – ﹤0.01% 871
2020
Q3 		$6.16K Buy
+1,027
New +$6.68K ﹤0.01% 861
2020
Q2 		– Sell
-415
Closed -$2.57K – 1292
2020
Q1 		$2.57K Hold
415
– – ﹤0.01% 996
2019
Q4 		$5.65K Hold
415
– – ﹤0.01% 928
2019
Q3 		$5.71K Hold
415
– – ﹤0.01% 922
2019
Q2 		$5.27K Hold
415
– – ﹤0.01% 921
2019
Q1 		$4.99K Buy
+415
New +$5.49K ﹤0.01% 935

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return