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SYM Financial Corp’s iShares Mortgage Real Estate ETF REM Stock Holding History

SYM Financial Corp’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
Q3 		– Sell
-220
Closed -$6K – 116
2022
Q2 		$6K Buy
+220
New +$6.51K ﹤0.01% 103

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FAM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SYM Financial Corp's REM Position: Q3 2022 in Review

SYM Financial Corp sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2022, closing a stake of 220 shares — an estimated $6K sold.

SYM Financial Corp first reported a position in REM in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 111 funds tracked by Wall St. Rank hold REM as of Q3 2022.

  • SYM Financial Corp reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • SYM Financial Corp sold 220 iShares Mortgage Real Estate ETF shares in Q3 2022, an estimated $6K.
  • SYM Financial Corp first reported a position in iShares Mortgage Real Estate ETF in Q2 2022 and held it in 1 quarter.
  • SYM Financial Corp's iShares Mortgage Real Estate ETF position peaked at $6K in Q2 2022.
  • 111 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2022.

Based on SYM Financial Corp's 13F filing for Q3 2022, filed 28 Oct 2022.