APP
HOUS

Avantax Planning Partners’s Anywhere Real Estate HOUS Stock Holding History

Avantax Planning Partners’s Portfolio HOUS Stock Details HOUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-223
Closed -$5K – 678
2018
Q3 		$5K Buy
+223
New +$4.86K ﹤0.01% 1093
2018
Q2 		– Sell
-224
Closed -$6K – 762
2018
Q1 		$6K Buy
+224
New +$5.88K ﹤0.01% 1263

Other funds holding HOUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avantax Planning Partners's HOUS Position: Q4 2018 in Review

Avantax Planning Partners sold out of Anywhere Real Estate (HOUS) in Q4 2018, closing a stake of 223 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in HOUS in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 238 funds tracked by Wall St. Rank hold HOUS as of Q4 2018.

  • Avantax Planning Partners reported no remaining Anywhere Real Estate position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 223 Anywhere Real Estate shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Anywhere Real Estate in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Anywhere Real Estate position peaked at $6K in Q1 2018.
  • 238 funds tracked by Wall St. Rank held Anywhere Real Estate as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.