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Valeo Financial Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Valeo Financial 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
2021
Q1 		– Sell
-50
Closed -$2K – 2152
2020
Q4 		$2K Buy
+50
New +$1.45K ﹤0.01% 1537

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AWS
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Valeo Financial Advisors's REM Position: Q1 2021 in Review

Valeo Financial Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2021, closing a stake of 50 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in REM in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 178 funds tracked by Wall St. Rank hold REM as of Q1 2021.

  • Valeo Financial Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 50 iShares Mortgage Real Estate ETF shares in Q1 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's iShares Mortgage Real Estate ETF position peaked at $2K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.