Truist Financial
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Truist Financial’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Truist Financial’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,435
Closed -$115K – 2645
2022
Q3 		$115K Sell
10,435
-479
-4% -$6.88K ﹤0.01% 2402
2022
Q2 		$153K Buy
+10,914
New +$166K ﹤0.01% 2489
2022
Q1 		– Sell
-10,300
Closed -$185K – 2780
2021
Q4 		$185K Hold
10,300
– – ﹤0.01% 2609
2021
Q3 		$196K Buy
+10,300
New +$196K ﹤0.01% 2565

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Truist Financial's MORT Position: Q4 2022 in Review

Truist Financial sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2022, closing a stake of 10,435 shares — an estimated $115K sold.

Truist Financial first reported a position in MORT in Q3 2021 and held it in 4 quarters. The position peaked at $196K in Q3 2021. 68 funds tracked by Wall St. Rank hold MORT as of Q4 2022.

  • Truist Financial reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2022 after selling out during the quarter.
  • Truist Financial sold 10,435 VanEck Mortgage REIT Income ETF shares in Q4 2022, an estimated $115K.
  • Truist Financial first reported a position in VanEck Mortgage REIT Income ETF in Q3 2021 and held it in 4 quarters.
  • Truist Financial's VanEck Mortgage REIT Income ETF position peaked at $196K in Q3 2021.
  • 68 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.