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West Paces Advisors’s iShares Core US REIT ETF USRT Stock Holding History

West Paces Advisors’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-777
Closed -$42.4K – 487
2019
Q4 		$42.4K Sell
777
-296
-28% -$16.3K 0.02% 207
2019
Q3 		$59.6K Buy
+1,073
New +$57.7K 0.04% 168

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FA
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MG
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Envestnet Asset Management
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TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

West Paces Advisors's USRT Position: Q1 2020 in Review

West Paces Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2020, closing a stake of 777 shares — an estimated $42.4K sold.

West Paces Advisors first reported a position in USRT in Q3 2019 and held it in 2 quarters. The position peaked at $59.6K in Q3 2019. 204 funds tracked by Wall St. Rank hold USRT as of Q1 2020.

  • West Paces Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • West Paces Advisors sold 777 iShares Core US REIT ETF shares in Q1 2020, an estimated $42.4K.
  • West Paces Advisors first reported a position in iShares Core US REIT ETF in Q3 2019 and held it in 2 quarters.
  • West Paces Advisors's iShares Core US REIT ETF position peaked at $59.6K in Q3 2019.
  • 204 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2020.

Based on West Paces Advisors's 13F filing for Q1 2020, filed 21 Dec 2023.