AWM
REM icon

Activest Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Activest Wealth Management’s Portfolio REM Stock Details REM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-334
Closed -$12K – 389
2021
Q3 		$12K Buy
+334
New +$12.2K 0.01% 209

Other funds holding REM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Activest Wealth Management's REM Position: Q4 2021 in Review

Activest Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2021, closing a stake of 334 shares — an estimated $12K sold.

Activest Wealth Management first reported a position in REM in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 158 funds tracked by Wall St. Rank hold REM as of Q4 2021.

  • Activest Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Activest Wealth Management sold 334 iShares Mortgage Real Estate ETF shares in Q4 2021, an estimated $12K.
  • Activest Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q3 2021 and held it in 1 quarter.
  • Activest Wealth Management's iShares Mortgage Real Estate ETF position peaked at $12K in Q3 2021.
  • 158 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2021.

Based on Activest Wealth Management's 13F filing for Q4 2021, filed 13 Jan 2022.