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Strategic Blueprint’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Strategic Blueprint’s Portfolio RAVI Stock Details RAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,300
Closed -$99K – 1106
2021
Q2 		$99K Buy
+1,300
New +$99K 0.02% 497

Other funds holding RAVI

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NWS
Newport Wealth Strategies Irvine, California $165M AUM 24.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Strategic Blueprint's RAVI Position: Q3 2021 in Review

Strategic Blueprint sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q3 2021, closing a stake of 1,300 shares — an estimated $99K sold.

Strategic Blueprint first reported a position in RAVI in Q2 2021 and held it in 1 quarter. The position peaked at $99K in Q2 2021. 51 funds tracked by Wall St. Rank hold RAVI as of Q3 2021.

  • Strategic Blueprint reported no remaining FlexShares Ultra-Short Income Fund position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 1,300 FlexShares Ultra-Short Income Fund shares in Q3 2021, an estimated $99K.
  • Strategic Blueprint first reported a position in FlexShares Ultra-Short Income Fund in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's FlexShares Ultra-Short Income Fund position peaked at $99K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.