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Cerro Pacific Wealth Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Cerro Pacific Wealth Advisors’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
2022
Q3 		– Sell
-4,297
Closed -$344K – 149
2022
Q2 		$344K Buy
+4,297
New +$373K 0.22% 114

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerro Pacific Wealth Advisors's REZ Position: Q3 2022 in Review

Cerro Pacific Wealth Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2022, closing a stake of 4,297 shares — an estimated $344K sold.

Cerro Pacific Wealth Advisors first reported a position in REZ in Q2 2022 and held it in 1 quarter. The position peaked at $344K in Q2 2022. 138 funds tracked by Wall St. Rank hold REZ as of Q3 2022.

  • Cerro Pacific Wealth Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 4,297 iShares Residential and Multisector Real Estate ETF shares in Q3 2022, an estimated $344K.
  • Cerro Pacific Wealth Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2022 and held it in 1 quarter.
  • Cerro Pacific Wealth Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $344K in Q2 2022.
  • 138 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2022.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.