TRUE Private Wealth Advisors’s Weingarten Realty Investors WRI Stock Holding History

TRUE Private 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	-1,101	Closed	-$34K	–	880
2019 Q4	$34K	Buy	+1,101	New	+$33.7K	0.01%	413
2019 Q3	–	Sell	-910	Closed	-$24K	–	791
2019 Q2	$24K	Buy	+910	New	+$26.2K	﹤0.01%	441
2018 Q4	–	Sell	-2,956	Closed	-$88K	–	1005
2018 Q3	$88K	Buy	+2,956	New	+$89.8K	0.01%	380

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

TRUE Private Wealth Advisors's WRI Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Weingarten Realty Investors (WRI) in Q1 2020, closing a stake of 1,101 shares — an estimated $34K sold.

TRUE Private Wealth Advisors first reported a position in WRI in Q3 2018 and held it in 3 quarters. The position peaked at $88K in Q3 2018. 289 funds tracked by Wall St. Rank hold WRI as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Weingarten Realty Investors position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,101 Weingarten Realty Investors shares in Q1 2020, an estimated $34K.
TRUE Private Wealth Advisors first reported a position in Weingarten Realty Investors in Q3 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's Weingarten Realty Investors position peaked at $88K in Q3 2018.
289 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.