Pictet North America Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Pictet North America Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-26,500	Closed	-$1.85M	–	141
2020 Q1	$1.85M	Hold	26,500	–	–	0.32%	53
2019 Q4	$2.46M	Hold	26,500	–	–	0.3%	55
2019 Q3	$2.47M	Hold	26,500	–	–	0.34%	48
2019 Q2	$2.32M	Hold	26,500	–	–	0.34%	51
2019 Q1	$2.3M	Buy	26,500 +3,000	+13%	+$248K	0.34%	48
2018 Q4	$1.75M	Hold	23,500	–	–	0.16%	54
2018 Q3	$1.9M	Buy	+23,500	New	+$1.94M	0.25%	62

Other funds holding VNQ

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Pictet North America Advisors's VNQ Position: Q2 2020 in Review

Pictet North America Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2020, closing a stake of 26,500 shares — an estimated $1.85M sold.

Pictet North America Advisors first reported a position in VNQ in Q3 2018 and held it in 7 quarters. The position peaked at $2.47M in Q3 2019. 1,219 funds tracked by Wall St. Rank hold VNQ as of Q2 2020.

Pictet North America Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Pictet North America Advisors sold 26,500 Vanguard Real Estate ETF shares in Q2 2020, an estimated $1.85M.
Pictet North America Advisors first reported a position in Vanguard Real Estate ETF in Q3 2018 and held it in 7 quarters.
Pictet North America Advisors's Vanguard Real Estate ETF position peaked at $2.47M in Q3 2019.
1,219 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2020.

Based on Pictet North America Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.