TCI Wealth Advisors’s Weingarten Realty Investors WRI Stock Holding History

TCI Wealth Advisors’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
2020 Q1	–	Sell	-135	Closed	-$4K	–	1855
2019 Q4	$4K	Sell	135 -9	-6%	-$275	﹤0.01%	975
2019 Q3	$4K	Buy	+144	New	+$3.98K	﹤0.01%	914
2019 Q2	–	Sell	-41	Closed	-$1K	–	1611
2019 Q1	$1K	Hold	41	–	–	﹤0.01%	1364
2018 Q4	$1K	Hold	41	–	–	﹤0.01%	1378
2018 Q3	$1K	Hold	41	–	–	﹤0.01%	1407
2018 Q2	$1K	Hold	41	–	–	﹤0.01%	1442
2018 Q1	$1K	Hold	41	–	–	﹤0.01%	1288
2017 Q4	$1K	Hold	41	–	–	﹤0.01%	1316
2017 Q3	$1K	Hold	41	–	–	﹤0.01%	1252
2017 Q2	$1K	Hold	41	–	–	﹤0.01%	1273
2017 Q1	$1K	Hold	41	–	–	﹤0.01%	1219
2016 Q4	$1K	Hold	41	–	–	﹤0.01%	1287
2016 Q3	$2K	Hold	41	–	–	﹤0.01%	1028
2016 Q2	$2K	Hold	41	–	–	﹤0.01%	982
2016 Q1	$2K	Hold	41	–	–	﹤0.01%	995
2015 Q4	$1K	Hold	41	–	–	﹤0.01%	989
2015 Q3	$1K	Hold	41	–	–	﹤0.01%	937
2015 Q2	$1K	Hold	41	–	–	﹤0.01%	927
2015 Q1	$1K	Hold	41	–	–	﹤0.01%	849
2014 Q4	$1K	Hold	41	–	–	﹤0.01%	847
2014 Q3	$1K	Hold	41	–	–	﹤0.01%	847
2014 Q2	$1K	Hold	41	–	–	﹤0.01%	861
2014 Q1	$1K	Hold	41	–	–	﹤0.01%	838
2013 Q4	$1K	Hold	41	–	–	﹤0.01%	819
2013 Q3	$1K	Hold	41	–	–	﹤0.01%	743
2013 Q2	$1K	Buy	+41	New	+$1.34K	﹤0.01%	675

Other funds holding WRI

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TCI Wealth Advisors's WRI Position: Q1 2020 in Review

TCI Wealth Advisors sold out of Weingarten Realty Investors (WRI) in Q1 2020, closing a stake of 135 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in WRI in Q2 2013 and held it in 26 quarters. The position peaked at $4K in Q4 2019. 289 funds tracked by Wall St. Rank hold WRI as of Q1 2020.

TCI Wealth Advisors reported no remaining Weingarten Realty Investors position as of Q1 2020 after selling out during the quarter.
TCI Wealth Advisors sold 135 Weingarten Realty Investors shares in Q1 2020, an estimated $4K.
TCI Wealth Advisors first reported a position in Weingarten Realty Investors in Q2 2013 and held it in 26 quarters.
TCI Wealth Advisors's Weingarten Realty Investors position peaked at $4K in Q4 2019.
289 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2020.

Based on TCI Wealth Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.