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First Personal Financial Services’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

First Personal Financial Services’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
Q4 		– Sell
-13
Closed – – 409
2022
Q3 		$0 Buy
+13
New +$288 ﹤0.01% 434

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JCIA
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LGWM
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Osaic Holdings
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First Personal Financial Services's HAUZ Position: Q4 2022 in Review

First Personal Financial Services sold out of Xtrackers International Real Estate ETF (HAUZ) in Q4 2022, closing a stake of 13 shares.

First Personal Financial Services first reported a position in HAUZ in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 51 funds tracked by Wall St. Rank hold HAUZ as of Q4 2022.

  • First Personal Financial Services reported no remaining Xtrackers International Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • First Personal Financial Services sold 13 Xtrackers International Real Estate ETF shares in Q4 2022.
  • First Personal Financial Services first reported a position in Xtrackers International Real Estate ETF in Q3 2022 and held it in 1 quarter.
  • First Personal Financial Services's Xtrackers International Real Estate ETF position peaked at $0 in Q3 2022.
  • 51 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q4 2022.

Based on First Personal Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.