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Lenox Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Lenox Wealth Advisors’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-58
Closed -$1K – 782
2021
Q1 		$1K Buy
+58
New +$1.43K ﹤0.01% 656

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M&T Bank
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GI
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Wells Fargo
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SC
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

Lenox Wealth Advisors's REET Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q2 2021, closing a stake of 58 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in REET in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 208 funds tracked by Wall St. Rank hold REET as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 58 iShares Global REIT ETF shares in Q2 2021, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in iShares Global REIT ETF in Q1 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares Global REIT ETF position peaked at $1K in Q1 2021.
  • 208 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.