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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's WSR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Whitestone REIT (WSR) in Q1 2023, closing a stake of 1,028 shares — an estimated $9.91K sold.

Sutton Wealth Advisors first reported a position in WSR in Q1 2019 and held it in 15 quarters. The position peaked at $13.7K in Q1 2022. 163 funds tracked by Wall St. Rank hold WSR as of Q1 2023.

Sutton Wealth Advisors reported no remaining Whitestone REIT position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,028 Whitestone REIT shares in Q1 2023, an estimated $9.91K.
Sutton Wealth Advisors first reported a position in Whitestone REIT in Q1 2019 and held it in 15 quarters.
Sutton Wealth Advisors's Whitestone REIT position peaked at $13.7K in Q1 2022.
163 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.