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Sandy Spring Bank’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Sandy Spring Bank’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
2021
Q4 		– Sell
-277
Closed -$24K – 1248
2021
Q3 		$24K Hold
277
– – ﹤0.01% 723
2021
Q2 		$23K Sell
277
-710
-72% -$56.9K ﹤0.01% 746
2021
Q1 		$73K Buy
+987
New +$69.7K ﹤0.01% 462

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Bank of America
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Ameriprise
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Sandy Spring Bank's REZ Position: Q4 2021 in Review

Sandy Spring Bank sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2021, closing a stake of 277 shares — an estimated $24K sold.

Sandy Spring Bank first reported a position in REZ in Q1 2021 and held it in 3 quarters. The position peaked at $73K in Q1 2021. 156 funds tracked by Wall St. Rank hold REZ as of Q4 2021.

  • Sandy Spring Bank reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Sandy Spring Bank sold 277 iShares Residential and Multisector Real Estate ETF shares in Q4 2021, an estimated $24K.
  • Sandy Spring Bank first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2021 and held it in 3 quarters.
  • Sandy Spring Bank's iShares Residential and Multisector Real Estate ETF position peaked at $73K in Q1 2021.
  • 156 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2021.

Based on Sandy Spring Bank's 13F filing for Q4 2021, filed 11 Feb 2022.