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Running Point Capital Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Running Point Capital Advisors’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
Q4 		– Sell
-10,000
Closed -$209K – 227
2022
Q3 		$209K Hold
10,000
– – 0.14% 90
2022
Q2 		$267K Hold
10,000
– – 0.17% 75
2022
Q1 		$327K Buy
+10,000
New +$329K 0.19% 62

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
FIM
FWL Investment Management Dallas, Texas $456M AUM 60.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Running Point Capital Advisors's REM Position: Q4 2022 in Review

Running Point Capital Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2022, closing a stake of 10,000 shares — an estimated $209K sold.

Running Point Capital Advisors first reported a position in REM in Q1 2022 and held it in 3 quarters. The position peaked at $327K in Q1 2022. 127 funds tracked by Wall St. Rank hold REM as of Q4 2022.

  • Running Point Capital Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Running Point Capital Advisors sold 10,000 iShares Mortgage Real Estate ETF shares in Q4 2022, an estimated $209K.
  • Running Point Capital Advisors first reported a position in iShares Mortgage Real Estate ETF in Q1 2022 and held it in 3 quarters.
  • Running Point Capital Advisors's iShares Mortgage Real Estate ETF position peaked at $327K in Q1 2022.
  • 127 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2022.

Based on Running Point Capital Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.