TCI Wealth Advisors’s Whitestone REIT WSR Stock Holding History

TCI 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 Q2	–	Sell	-1,190	Closed	-$10.9K	–	2257
2023 Q1	$10.9K	Hold	1,190	–	–	﹤0.01%	1034
2022 Q4	$11.5K	Hold	1,190	–	–	﹤0.01%	978
2022 Q3	$10K	Hold	1,190	–	–	﹤0.01%	1041
2022 Q2	$13K	Sell	1,190 -201	-14%	-$2.42K	﹤0.01%	873
2022 Q1	$19K	Buy	1,391 +201	+17%	+$2.31K	﹤0.01%	728
2021 Q4	$12K	Hold	1,190	–	–	﹤0.01%	1057
2021 Q3	$12K	Buy	1,190 +250	+27%	+$2.29K	﹤0.01%	1001
2021 Q2	$8K	Hold	940	–	–	﹤0.01%	1152
2021 Q1	$9K	Buy	+940	New	+$8.42K	﹤0.01%	943
2020 Q1	–	Sell	-195	Closed	-$3K	–	1790
2019 Q4	$3K	Hold	195	–	–	﹤0.01%	1064
2019 Q3	$3K	Buy	+195	New	+$2.5K	﹤0.01%	998
2018 Q2	–	Hold	0	–	–	–	377

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

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

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

TCI Wealth Advisors's WSR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Whitestone REIT (WSR) in Q2 2023, closing a stake of 1,190 shares — an estimated $10.9K sold.

TCI Wealth Advisors first reported a position in WSR in Q3 2019 and held it in 11 quarters. The position peaked at $19K in Q1 2022. 154 funds tracked by Wall St. Rank hold WSR as of Q2 2023.

TCI Wealth Advisors reported no remaining Whitestone REIT position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,190 Whitestone REIT shares in Q2 2023, an estimated $10.9K.
TCI Wealth Advisors first reported a position in Whitestone REIT in Q3 2019 and held it in 11 quarters.
TCI Wealth Advisors's Whitestone REIT position peaked at $19K in Q1 2022.
154 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.