Wealthcare Advisory Partners’s Whitestone REIT WSR Stock Holding History

Wealthcare Advisory Partners’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	-1,597	Closed	-$15K	–	1883
2021 Q1	$15K	Buy	+1,597	New	+$14.3K	﹤0.01%	1328
2020 Q2	–	Sell	-1,597	Closed	-$10K	–	1373
2020 Q1	$10K	Hold	1,597	–	–	﹤0.01%	936
2019 Q4	$22K	Hold	1,597	–	–	﹤0.01%	749
2019 Q3	$22K	Hold	1,597	–	–	﹤0.01%	730
2019 Q2	$20K	Hold	1,597	–	–	﹤0.01%	726
2019 Q1	$19K	Hold	1,597	–	–	﹤0.01%	679
2018 Q4	$20K	Hold	1,597	–	–	﹤0.01%	630
2018 Q3	$22K	Hold	1,597	–	–	﹤0.01%	650
2018 Q2	$20K	Hold	1,597	–	–	﹤0.01%	680
2018 Q1	$17K	Hold	1,597	–	–	﹤0.01%	628
2017 Q4	$23K	Buy	+1,597	New	+$22.6K	0.01%	511

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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 New York $871B AUM 31.28% 1-Year Est. Return

Wealthcare Advisory Partners's WSR Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Whitestone REIT (WSR) in Q2 2021, closing a stake of 1,597 shares — an estimated $15K sold.

Wealthcare Advisory Partners first reported a position in WSR in Q4 2017 and held it in 11 quarters. The position peaked at $23K in Q4 2017. 150 funds tracked by Wall St. Rank hold WSR as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Whitestone REIT position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,597 Whitestone REIT shares in Q2 2021, an estimated $15K.
Wealthcare Advisory Partners first reported a position in Whitestone REIT in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's Whitestone REIT position peaked at $23K in Q4 2017.
150 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.