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Authentikos Wealth Advisory’s iShares Global REIT ETF REET Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-161
Closed -$3.41K – 469
2023
Q3 		$3.41K Buy
+161
New +$3.69K ﹤0.01% 364

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Morgan Stanley
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HSBC Holdings
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
Partners Capital Investment Group
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SageView Advisory Group
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Authentikos Wealth Advisory's REET Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of iShares Global REIT ETF (REET) in Q4 2023, closing a stake of 161 shares — an estimated $3.41K sold.

Authentikos Wealth Advisory first reported a position in REET in Q3 2023 and held it in 1 quarter. The position peaked at $3.41K in Q3 2023. 274 funds tracked by Wall St. Rank hold REET as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining iShares Global REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 161 iShares Global REIT ETF shares in Q4 2023, an estimated $3.41K.
  • Authentikos Wealth Advisory first reported a position in iShares Global REIT ETF in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's iShares Global REIT ETF position peaked at $3.41K in Q3 2023.
  • 274 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.