Values First Advisors’s Weingarten Realty Investors WRI Stock Holding History

Values First 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
2021 Q3	–	Sell	-15,339	Closed	-$492K	–	160
2021 Q2	$492K	Sell	15,339 -180	-1%	-$5.67K	0.33%	100
2021 Q1	$418K	Buy	+15,519	New	+$384K	0.31%	104

Other funds holding WRI

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Values First Advisors's WRI Position: Q3 2021 in Review

Values First Advisors sold out of Weingarten Realty Investors (WRI) in Q3 2021, closing a stake of 15,339 shares — an estimated $492K sold.

Values First Advisors first reported a position in WRI in Q1 2021 and held it in 2 quarters. The position peaked at $492K in Q2 2021. 1 fund tracked by Wall St. Rank holds WRI as of Q3 2021.

Values First Advisors reported no remaining Weingarten Realty Investors position as of Q3 2021 after selling out during the quarter.
Values First Advisors sold 15,339 Weingarten Realty Investors shares in Q3 2021, an estimated $492K.
Values First Advisors first reported a position in Weingarten Realty Investors in Q1 2021 and held it in 2 quarters.
Values First Advisors's Weingarten Realty Investors position peaked at $492K in Q2 2021.
1 fund tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2021.

Based on Values First Advisors's 13F filing for Q3 2021, filed 15 Nov 2022.