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Patriot Financial Group Insurance Agency’s iShares Mortgage Real Estate ETF REM Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-290
Closed -$8K – 1599
2022
Q2 		$8K Buy
290
+53
+22% +$1.57K ﹤0.01% 1346
2022
Q1 		$8K Buy
237
+1
+0.4% +$33 ﹤0.01% 1454
2021
Q4 		$8K Buy
236
+8
+4% +$292 ﹤0.01% 1576
2021
Q3 		$8K Buy
228
+1
+0.4% +$36 ﹤0.01% 1571
2021
Q2 		$8K Buy
227
+4
+2% +$147 ﹤0.01% 1519
2021
Q1 		$8K Sell
223
-156
-41% -$5.22K ﹤0.01% 1435
2020
Q4 		$12K Sell
379
-277
-42% -$8K ﹤0.01% 1165
2020
Q3 		$17K Buy
656
+10
+2% +$260 0.01% 865
2020
Q2 		$16K Sell
646
-26
-4% -$582 0.01% 822
2020
Q1 		$13K Buy
672
+59
+10% +$2.37K 0.01% 787
2019
Q4 		$27K Buy
613
+1
+0.2% +$43 0.01% 615
2019
Q3 		$26K Hold
612
– – 0.01% 581
2019
Q2 		$26K Sell
612
-150
-20% -$6.44K 0.01% 571
2019
Q1 		$33K Buy
762
+2
+0.3% +$86 0.02% 452
2018
Q4 		$30K Buy
760
+135
+22% +$5.73K 0.02% 403
2018
Q3 		$27K Hold
625
– – 0.02% 426
2018
Q2 		$27K Hold
625
– – 0.03% 247
2018
Q1 		$26K Buy
625
+150
+32% +$6.38K 0.02% 424
2017
Q4 		$21K Buy
+475
New +$21.8K 0.02% 446

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's REM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2022, closing a stake of 290 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in REM in Q4 2017 and held it in 19 quarters. The position peaked at $33K in Q1 2019. 111 funds tracked by Wall St. Rank hold REM as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 290 iShares Mortgage Real Estate ETF shares in Q3 2022, an estimated $8K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Mortgage Real Estate ETF in Q4 2017 and held it in 19 quarters.
  • Patriot Financial Group Insurance Agency's iShares Mortgage Real Estate ETF position peaked at $33K in Q1 2019.
  • 111 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.