Patriot Financial Group Insurance Agency’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio REZ Stock Details REZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-20	Closed	-$2K	–	1603
2022 Q2	$2K	Buy	+20	New	+$1.74K	﹤0.01%	1804
2022 Q1	–	Sell	-148	Closed	-$15K	–	2211
2021 Q4	$15K	Sell	148 -86	-37%	-$7.91K	﹤0.01%	1330
2021 Q3	$20K	Buy	234 +1	+0.4%	+$89	﹤0.01%	1218
2021 Q2	$19K	Hold	233	–	–	﹤0.01%	1213
2021 Q1	$17K	Buy	233 +148	+174%	+$10.5K	﹤0.01%	1173
2020 Q4	$6K	Buy	+85	New	+$5.56K	﹤0.01%	1384

Other funds holding REZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2022, closing a stake of 20 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in REZ in Q4 2020 and held it in 6 quarters. The position peaked at $20K in Q3 2021. 138 funds tracked by Wall St. Rank hold REZ as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 20 iShares Residential and Multisector Real Estate ETF shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2020 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's iShares Residential and Multisector Real Estate ETF position peaked at $20K in Q3 2021.
138 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2022.

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