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Acorn Financial Advisory Services’s Bluerock Homes Trust BHM Stock Holding History

Acorn Financial Advisory Services’s Portfolio BHM Stock Details BHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,026
Closed -$178K – 242
2023
Q2 		$178K Hold
11,026
– – 0.03% 238
2023
Q1 		$219K Hold
11,026
– – 0.04% 214
2022
Q4 		$235K Buy
+11,026
New +$258K 0.05% 197

Other funds holding BHM

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acorn Financial Advisory Services's BHM Position: Q3 2023 in Review

Acorn Financial Advisory Services sold out of Bluerock Homes Trust (BHM) in Q3 2023, closing a stake of 11,026 shares — an estimated $178K sold.

Acorn Financial Advisory Services first reported a position in BHM in Q4 2022 and held it in 3 quarters. The position peaked at $235K in Q4 2022. 41 funds tracked by Wall St. Rank hold BHM as of Q3 2023.

  • Acorn Financial Advisory Services reported no remaining Bluerock Homes Trust position as of Q3 2023 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 11,026 Bluerock Homes Trust shares in Q3 2023, an estimated $178K.
  • Acorn Financial Advisory Services first reported a position in Bluerock Homes Trust in Q4 2022 and held it in 3 quarters.
  • Acorn Financial Advisory Services's Bluerock Homes Trust position peaked at $235K in Q4 2022.
  • 41 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q3 2023.

Based on Acorn Financial Advisory Services's 13F filing for Q3 2023, filed 10 Oct 2023.