Bogart Wealth LLC’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Bogart Wealth LLC’s Portfolio HAUZ Stock Details HAUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-48	Closed	-$1K	–	808
2021 Q4	$1K	Buy	+48	New	+$1.35K	﹤0.01%	704
2020 Q4	–	Sell	-40	Closed	–	–	480
2020 Q3	$0	Sell	40 -1	-2%	-$24	﹤0.01%	455
2020 Q2	$1K	Buy	41 +1	+3%	+$23	﹤0.01%	415
2020 Q1	$1K	Buy	+40	New	+$1.08K	﹤0.01%	389

Other funds holding HAUZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JCIA

Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return

SFP

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Bogart Wealth LLC's HAUZ Position: Q1 2022 in Review

Bogart Wealth LLC sold out of Xtrackers International Real Estate ETF (HAUZ) in Q1 2022, closing a stake of 48 shares — an estimated $1K sold.

Bogart Wealth LLC first reported a position in HAUZ in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 44 funds tracked by Wall St. Rank hold HAUZ as of Q1 2022.

Bogart Wealth LLC reported no remaining Xtrackers International Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Bogart Wealth LLC sold 48 Xtrackers International Real Estate ETF shares in Q1 2022, an estimated $1K.
Bogart Wealth LLC first reported a position in Xtrackers International Real Estate ETF in Q1 2020 and held it in 4 quarters.
Bogart Wealth LLC's Xtrackers International Real Estate ETF position peaked at $1K in Q4 2021.
44 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q1 2022.

Based on Bogart Wealth LLC's 13F filing for Q1 2022, filed 22 Apr 2022.