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Authentikos Wealth Advisory’s iShares Mortgage Real Estate ETF REM Stock Holding History

Authentikos Wealth Advisory’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
-378
Closed -$8.45K – 471
2023
Q3 		$8.45K Buy
+378
New +$8.99K 0.01% 258

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

Authentikos Wealth Advisory's REM Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2023, closing a stake of 378 shares — an estimated $8.45K sold.

Authentikos Wealth Advisory first reported a position in REM in Q3 2023 and held it in 1 quarter. The position peaked at $8.45K in Q3 2023. 128 funds tracked by Wall St. Rank hold REM as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 378 iShares Mortgage Real Estate ETF shares in Q4 2023, an estimated $8.45K.
  • Authentikos Wealth Advisory first reported a position in iShares Mortgage Real Estate ETF in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's iShares Mortgage Real Estate ETF position peaked at $8.45K in Q3 2023.
  • 128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2023.

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