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Abound Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Abound Wealth Management’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-214
Closed -$4.97K – 1334
2024
Q2 		$4.97K Buy
+214
New +$4.89K ﹤0.01% 504

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HSBC Holdings
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M&T Bank
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Abound Wealth Management's REET Position: Q3 2024 in Review

Abound Wealth Management sold out of iShares Global REIT ETF (REET) in Q3 2024, closing a stake of 214 shares — an estimated $4.97K sold.

Abound Wealth Management first reported a position in REET in Q2 2024 and held it in 1 quarter. The position peaked at $4.97K in Q2 2024. 271 funds tracked by Wall St. Rank hold REET as of Q3 2024.

  • Abound Wealth Management reported no remaining iShares Global REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Abound Wealth Management sold 214 iShares Global REIT ETF shares in Q3 2024, an estimated $4.97K.
  • Abound Wealth Management first reported a position in iShares Global REIT ETF in Q2 2024 and held it in 1 quarter.
  • Abound Wealth Management's iShares Global REIT ETF position peaked at $4.97K in Q2 2024.
  • 271 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.