VFA
WSR

Valeo Financial Advisors’s Whitestone REIT WSR Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-292
Closed -$3K – 1845
2021
Q1 		$3K Buy
+292
New +$2.62K ﹤0.01% 1735

Other funds holding WSR

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valeo Financial Advisors's WSR Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Whitestone REIT (WSR) in Q2 2021, closing a stake of 292 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in WSR in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 150 funds tracked by Wall St. Rank hold WSR as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Whitestone REIT position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 292 Whitestone REIT shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Whitestone REIT in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Whitestone REIT position peaked at $3K in Q1 2021.
  • 150 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.