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Venture Visionary Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

Venture Visionary Partners’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
-500
Closed -$13.4K – 1295
2022
Q2 		$13.4K Buy
+500
New +$14.8K ﹤0.01% 1154

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FAM
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LPL Financial
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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

Venture Visionary Partners's REM Position: Q3 2022 in Review

Venture Visionary Partners sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2022, closing a stake of 500 shares — an estimated $13.4K sold.

Venture Visionary Partners first reported a position in REM in Q2 2022 and held it in 1 quarter. The position peaked at $13.4K in Q2 2022. 111 funds tracked by Wall St. Rank hold REM as of Q3 2022.

  • Venture Visionary Partners reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 500 iShares Mortgage Real Estate ETF shares in Q3 2022, an estimated $13.4K.
  • Venture Visionary Partners first reported a position in iShares Mortgage Real Estate ETF in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's iShares Mortgage Real Estate ETF position peaked at $13.4K in Q2 2022.
  • 111 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.