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Ascent Group’s Columbia Research Enhanced Real Estate ETF CRED Stock Holding History

Ascent Group’s Portfolio CRED Stock Details CRED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,276
Closed -$522K – 508
2024
Q1 		$522K Buy
+10,276
New +$214K 0.05% 343

Other funds holding CRED

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ascent Group's CRED Position: Q2 2024 in Review

Ascent Group sold out of Columbia Research Enhanced Real Estate ETF (CRED) in Q2 2024, closing a stake of 10,276 shares — an estimated $522K sold.

Ascent Group first reported a position in CRED in Q1 2024 and held it in 1 quarter. The position peaked at $522K in Q1 2024. 3 funds tracked by Wall St. Rank hold CRED as of Q2 2024.

  • Ascent Group reported no remaining Columbia Research Enhanced Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Ascent Group sold 10,276 Columbia Research Enhanced Real Estate ETF shares in Q2 2024, an estimated $522K.
  • Ascent Group first reported a position in Columbia Research Enhanced Real Estate ETF in Q1 2024 and held it in 1 quarter.
  • Ascent Group's Columbia Research Enhanced Real Estate ETF position peaked at $522K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held Columbia Research Enhanced Real Estate ETF as of Q2 2024.

Based on Ascent Group's 13F filing for Q2 2024, filed 15 Aug 2024.