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HM Payson & Co’s iShares Mortgage Real Estate ETF REM Stock Holding History

HM Payson & Co’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
2022
Q2 		– Sell
-559
Closed -$18K – 1123
2022
Q1 		$18K Buy
+559
New +$18.4K ﹤0.01% 765

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FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

HM Payson & Co's REM Position: Q2 2022 in Review

HM Payson & Co sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2022, closing a stake of 559 shares — an estimated $18K sold.

HM Payson & Co first reported a position in REM in Q1 2022 and held it in 1 quarter. The position peaked at $18K in Q1 2022. 128 funds tracked by Wall St. Rank hold REM as of Q2 2022.

  • HM Payson & Co reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • HM Payson & Co sold 559 iShares Mortgage Real Estate ETF shares in Q2 2022, an estimated $18K.
  • HM Payson & Co first reported a position in iShares Mortgage Real Estate ETF in Q1 2022 and held it in 1 quarter.
  • HM Payson & Co's iShares Mortgage Real Estate ETF position peaked at $18K in Q1 2022.
  • 128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2022.

Based on HM Payson & Co's 13F filing for Q2 2022, filed 15 Aug 2022.