HI
HOMZ icon

Harbour Investments’s Hoya Capital Housing ETF HOMZ Stock Holding History

Harbour Investments’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
2022
Q4 		– Sell
-137
Closed -$4K – 3048
2022
Q3 		$4K Hold
137
– – ﹤0.01% 2239
2022
Q2 		$4K Buy
+137
New +$4.88K ﹤0.01% 2239
2021
Q4 		$6K Buy
136
+36
+36% +$1.54K ﹤0.01% 2109
2021
Q3 		$4K Buy
+100
New +$4.1K ﹤0.01% 3071

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
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Harbour Investments's HOMZ Position: Q4 2022 in Review

Harbour Investments sold out of Hoya Capital Housing ETF (HOMZ) in Q4 2022, closing a stake of 137 shares — an estimated $4K sold.

Harbour Investments first reported a position in HOMZ in Q3 2021 and held it in 4 quarters. The position peaked at $6K in Q4 2021. 17 funds tracked by Wall St. Rank hold HOMZ as of Q4 2022.

  • Harbour Investments reported no remaining Hoya Capital Housing ETF position as of Q4 2022 after selling out during the quarter.
  • Harbour Investments sold 137 Hoya Capital Housing ETF shares in Q4 2022, an estimated $4K.
  • Harbour Investments first reported a position in Hoya Capital Housing ETF in Q3 2021 and held it in 4 quarters.
  • Harbour Investments's Hoya Capital Housing ETF position peaked at $6K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q4 2022.

Based on Harbour Investments's 13F filing for Q4 2022, filed 16 Feb 2023.