JFGIW
ROOF

Johnson Financial Group Inc (Wisconsin)’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio ROOF Stock Details ROOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-75
Closed -$2K – 843
2021
Q4 		$2K Sell
75
-75
-50% -$1.99K ﹤0.01% 693
2021
Q3 		$4K Hold
150
– – ﹤0.01% 606
2021
Q2 		$4K Buy
+150
New +$3.83K ﹤0.01% 616

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Johnson Financial Group Inc (Wisconsin)'s ROOF Position: Q1 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of NYLI CBRE NextGen Real Estate ETF (ROOF) in Q1 2022, closing a stake of 75 shares — an estimated $2K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in ROOF in Q2 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 27 funds tracked by Wall St. Rank hold ROOF as of Q1 2022.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining NYLI CBRE NextGen Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 75 NYLI CBRE NextGen Real Estate ETF shares in Q1 2022, an estimated $2K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in NYLI CBRE NextGen Real Estate ETF in Q2 2021 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s NYLI CBRE NextGen Real Estate ETF position peaked at $4K in Q3 2021.
  • 27 funds tracked by Wall St. Rank held NYLI CBRE NextGen Real Estate ETF as of Q1 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2022, filed 16 May 2022.