CIBC Private Wealth Group
HOMZ icon

CIBC Private Wealth Group’s Hoya Capital Housing ETF HOMZ Stock Holding History

CIBC Private Wealth Group’s Portfolio HOMZ Stock Details HOMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,620
Closed -$432 – 906
2022
Q4 		$432 Hold
13,620
– – ﹤0.01% 798
2022
Q3 		$411K Hold
13,620
– – ﹤0.01% 737
2022
Q2 		$435K Hold
13,620
– – ﹤0.01% 730
2022
Q1 		$527K Buy
+13,620
New +$554K ﹤0.01% 738

Other funds holding HOMZ

PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
HCRE
Hoya Capital Real Estate Rowayton, Connecticut $5.54M AUM 10.75% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

CIBC Private Wealth Group's HOMZ Position: Q1 2023 in Review

CIBC Private Wealth Group sold out of Hoya Capital Housing ETF (HOMZ) in Q1 2023, closing a stake of 13,620 shares — an estimated $432 sold.

CIBC Private Wealth Group first reported a position in HOMZ in Q1 2022 and held it in 4 quarters. The position peaked at $527K in Q1 2022. 14 funds tracked by Wall St. Rank hold HOMZ as of Q1 2023.

  • CIBC Private Wealth Group reported no remaining Hoya Capital Housing ETF position as of Q1 2023 after selling out during the quarter.
  • CIBC Private Wealth Group sold 13,620 Hoya Capital Housing ETF shares in Q1 2023, an estimated $432.
  • CIBC Private Wealth Group first reported a position in Hoya Capital Housing ETF in Q1 2022 and held it in 4 quarters.
  • CIBC Private Wealth Group's Hoya Capital Housing ETF position peaked at $527K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q1 2023.

Based on CIBC Private Wealth Group's 13F filing for Q1 2023, filed 12 May 2023.