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Harvest Group Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Harvest Group Wealth Management’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
2020
Q4 		– Sell
-43
Closed -$1K – 823
2020
Q3 		$1K Buy
+43
New +$1.12K ﹤0.01% 499

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Harvest Group Wealth Management's REM Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2020, closing a stake of 43 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in REM in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 176 funds tracked by Wall St. Rank hold REM as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 43 iShares Mortgage Real Estate ETF shares in Q4 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q3 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's iShares Mortgage Real Estate ETF position peaked at $1K in Q3 2020.
  • 176 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.