Vontobel Holding
MORT icon

Vontobel Holding’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Vontobel Holding’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
2021
Q4 		– Sell
-1,000
Closed -$19K – 1164
2021
Q3 		$19K Hold
1,000
– – ﹤0.01% 1149
2021
Q2 		$20K Buy
+1,000
New +$19.4K ﹤0.01% 1124

Other funds holding MORT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Vontobel Holding's MORT Position: Q4 2021 in Review

Vontobel Holding sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2021, closing a stake of 1,000 shares — an estimated $19K sold.

Vontobel Holding first reported a position in MORT in Q2 2021 and held it in 2 quarters. The position peaked at $20K in Q2 2021. 70 funds tracked by Wall St. Rank hold MORT as of Q4 2021.

  • Vontobel Holding reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2021 after selling out during the quarter.
  • Vontobel Holding sold 1,000 VanEck Mortgage REIT Income ETF shares in Q4 2021, an estimated $19K.
  • Vontobel Holding first reported a position in VanEck Mortgage REIT Income ETF in Q2 2021 and held it in 2 quarters.
  • Vontobel Holding's VanEck Mortgage REIT Income ETF position peaked at $20K in Q2 2021.
  • 70 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2021.

Based on Vontobel Holding's 13F filing for Q4 2021, filed 10 Feb 2022.