CWA
HOUS

Carolina Wealth Advisors’s Anywhere Real Estate HOUS Stock Holding History

Carolina Wealth Advisors’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
Q1 		– Sell
-4,703
Closed -$30K – 283
2022
Q4 		$30K Sell
4,703
-1,626
-26% -$11.7K 0.02% 116
2022
Q3 		$51K Buy
6,329
+75
+1% +$768 0.04% 95
2022
Q2 		$61K Buy
6,254
+594
+10% +$7K 0.04% 110
2022
Q1 		$89K Buy
5,660
+295
+5% +$4.92K 0.06% 100
2021
Q4 		$90K Buy
5,365
+125
+2% +$2.17K 0.05% 107
2021
Q3 		$92K Sell
5,240
-50
-0.9% -$881 0.06% 103
2021
Q2 		$96K Buy
5,290
+826
+19% +$14.1K 0.06% 106
2021
Q1 		$68K Buy
+4,464
New +$70.9K 0.05% 117

Other funds holding HOUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carolina Wealth Advisors's HOUS Position: Q1 2023 in Review

Carolina Wealth Advisors sold out of Anywhere Real Estate (HOUS) in Q1 2023, closing a stake of 4,703 shares — an estimated $30K sold.

Carolina Wealth Advisors first reported a position in HOUS in Q1 2021 and held it in 8 quarters. The position peaked at $96K in Q2 2021. 180 funds tracked by Wall St. Rank hold HOUS as of Q1 2023.

  • Carolina Wealth Advisors reported no remaining Anywhere Real Estate position as of Q1 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 4,703 Anywhere Real Estate shares in Q1 2023, an estimated $30K.
  • Carolina Wealth Advisors first reported a position in Anywhere Real Estate in Q1 2021 and held it in 8 quarters.
  • Carolina Wealth Advisors's Anywhere Real Estate position peaked at $96K in Q2 2021.
  • 180 funds tracked by Wall St. Rank held Anywhere Real Estate as of Q1 2023.

Based on Carolina Wealth Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.