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Atomi Financial Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Atomi Financial Group’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
2023
Q4 		– Sell
-11,300
Closed -$252K – 620
2023
Q3 		$252K Sell
11,300
-200
-2% -$4.75K 0.08% 281
2023
Q2 		$271K Buy
11,500
+300
+3% +$6.57K 0.12% 200
2023
Q1 		$245K Buy
+11,200
New +$267K 0.14% 175

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atomi Financial Group's REM Position: Q4 2023 in Review

Atomi Financial Group sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2023, closing a stake of 11,300 shares — an estimated $252K sold.

Atomi Financial Group first reported a position in REM in Q1 2023 and held it in 3 quarters. The position peaked at $271K in Q2 2023. 128 funds tracked by Wall St. Rank hold REM as of Q4 2023.

  • Atomi Financial Group reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Atomi Financial Group sold 11,300 iShares Mortgage Real Estate ETF shares in Q4 2023, an estimated $252K.
  • Atomi Financial Group first reported a position in iShares Mortgage Real Estate ETF in Q1 2023 and held it in 3 quarters.
  • Atomi Financial Group's iShares Mortgage Real Estate ETF position peaked at $271K in Q2 2023.
  • 128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2023.

Based on Atomi Financial Group's 13F filing for Q4 2023, filed 8 Feb 2024.