WIA
CSR

Wetzel Investment Advisors’s Centerspace CSR Stock Holding History

Wetzel Investment Advisors’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-50
Closed -$2.86K – 279
2024
Q2 		$2.86K Buy
+50
New +$3.29K ﹤0.01% 691

Other funds holding CSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wetzel Investment Advisors's CSR Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Centerspace (CSR) in Q3 2024, closing a stake of 50 shares — an estimated $2.86K sold.

Wetzel Investment Advisors first reported a position in CSR in Q2 2024 and held it in 1 quarter. The position peaked at $2.86K in Q2 2024. 193 funds tracked by Wall St. Rank hold CSR as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Centerspace position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 50 Centerspace shares in Q3 2024, an estimated $2.86K.
  • Wetzel Investment Advisors first reported a position in Centerspace in Q2 2024 and held it in 1 quarter.
  • Wetzel Investment Advisors's Centerspace position peaked at $2.86K in Q2 2024.
  • 193 funds tracked by Wall St. Rank held Centerspace as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.