Capital Advisors Ltd’s Anywhere Real Estate HOUS Stock Holding History

Capital Advisors Ltd’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
2023 Q4	–	Sell	-134	Closed	-$1K	–	1377
2023 Q3	$1K	Hold	134	–	–	﹤0.01%	1144
2023 Q2	$1K	Buy	134 +24	+22%	+$144	﹤0.01%	1153
2023 Q1	$1K	Buy	+110	New	+$749	﹤0.01%	1043

Other funds holding HOUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AGC

Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

SSP

Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Capital Advisors Ltd's HOUS Position: Q4 2023 in Review

Capital Advisors Ltd sold out of Anywhere Real Estate (HOUS) in Q4 2023, closing a stake of 134 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in HOUS in Q1 2023 and held it in 3 quarters. The position peaked at $1K in Q3 2023. 200 funds tracked by Wall St. Rank hold HOUS as of Q4 2023.

Capital Advisors Ltd reported no remaining Anywhere Real Estate position as of Q4 2023 after selling out during the quarter.
Capital Advisors Ltd sold 134 Anywhere Real Estate shares in Q4 2023, an estimated $1K.
Capital Advisors Ltd first reported a position in Anywhere Real Estate in Q1 2023 and held it in 3 quarters.
Capital Advisors Ltd's Anywhere Real Estate position peaked at $1K in Q3 2023.
200 funds tracked by Wall St. Rank held Anywhere Real Estate as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.