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Capital Investment Advisory Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Capital Investment Advisory Services’s Portfolio REZ Stock Details REZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-65
Closed -$4.29K – 1008
2023
Q3 		$4.29K Buy
+65
New +$4.64K ﹤0.01% 858

Other funds holding REZ

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Ameriprise
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FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Capital Investment Advisory Services's REZ Position: Q4 2023 in Review

Capital Investment Advisory Services sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2023, closing a stake of 65 shares — an estimated $4.29K sold.

Capital Investment Advisory Services first reported a position in REZ in Q3 2023 and held it in 1 quarter. The position peaked at $4.29K in Q3 2023. 137 funds tracked by Wall St. Rank hold REZ as of Q4 2023.

  • Capital Investment Advisory Services reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Capital Investment Advisory Services sold 65 iShares Residential and Multisector Real Estate ETF shares in Q4 2023, an estimated $4.29K.
  • Capital Investment Advisory Services first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2023 and held it in 1 quarter.
  • Capital Investment Advisory Services's iShares Residential and Multisector Real Estate ETF position peaked at $4.29K in Q3 2023.
  • 137 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2023.

Based on Capital Investment Advisory Services's 13F filing for Q4 2023, filed 1 Feb 2024.