Corient Private Wealth
BETR icon

Corient Private Wealth’s Better Home & Finance Holding BETR Stock Holding History

Corient Private Wealth’s Portfolio BETR Stock Details BETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-807
Closed -$18.5K – 2469
2024
Q2 		$18.5K Sell
807
-2
-0.2% -$40 ﹤0.01% 2295
2024
Q1 		$20.1K Sell
809
-193
-19% -$5.41K ﹤0.01% 2264
2023
Q4 		$40.9K Buy
+1,002
New +$24K ﹤0.01% 2207

Other funds holding BETR

PBRA
Pine Brook Road Advisors Bedford, New York $138M AUM 19.16% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KDIA
KPCB DGF II Associates Menlo Park, California $78.6M AUM 104.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Ally Financial Detroit, Michigan $804M AUM 0.18% 1-Year Est. Return
IVSFI
IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

Corient Private Wealth's BETR Position: Q3 2024 in Review

Corient Private Wealth sold out of Better Home & Finance Holding (BETR) in Q3 2024, closing a stake of 807 shares — an estimated $18.5K sold.

Corient Private Wealth first reported a position in BETR in Q4 2023 and held it in 3 quarters. The position peaked at $40.9K in Q4 2023. 23 funds tracked by Wall St. Rank hold BETR as of Q3 2024.

  • Corient Private Wealth reported no remaining Better Home & Finance Holding position as of Q3 2024 after selling out during the quarter.
  • Corient Private Wealth sold 807 Better Home & Finance Holding shares in Q3 2024, an estimated $18.5K.
  • Corient Private Wealth first reported a position in Better Home & Finance Holding in Q4 2023 and held it in 3 quarters.
  • Corient Private Wealth's Better Home & Finance Holding position peaked at $40.9K in Q4 2023.
  • 23 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q3 2024.

Based on Corient Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.