FWM
BHM icon

Focused Wealth Management’s Bluerock Homes Trust BHM Stock Holding History

Focused Wealth Management’s Portfolio BHM Stock Details BHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-30
Closed -$420 – 287
2023
Q4 		$420 Hold
30
– – ﹤0.01% 923
2023
Q3 		$388 Hold
30
– – ﹤0.01% 936
2023
Q2 		$484 Hold
30
– – ﹤0.01% 950
2023
Q1 		$595 Hold
30
– – ﹤0.01% 922
2022
Q4 		$639 Buy
+30
New +$701 ﹤0.01% 923

Other funds holding BHM

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focused Wealth Management's BHM Position: Q1 2024 in Review

Focused Wealth Management sold out of Bluerock Homes Trust (BHM) in Q1 2024, closing a stake of 30 shares — an estimated $420 sold.

Focused Wealth Management first reported a position in BHM in Q4 2022 and held it in 5 quarters. The position peaked at $639 in Q4 2022. 41 funds tracked by Wall St. Rank hold BHM as of Q1 2024.

  • Focused Wealth Management reported no remaining Bluerock Homes Trust position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 30 Bluerock Homes Trust shares in Q1 2024, an estimated $420.
  • Focused Wealth Management first reported a position in Bluerock Homes Trust in Q4 2022 and held it in 5 quarters.
  • Focused Wealth Management's Bluerock Homes Trust position peaked at $639 in Q4 2022.
  • 41 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.