HGWM
HOUS

Harvest Group Wealth Management’s Anywhere Real Estate HOUS Stock Holding History

Harvest Group Wealth Management’s Portfolio HOUS Stock Details HOUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-27
Closed – – 322
2020
Q4 		$0 Hold
27
– – ﹤0.01% 729
2020
Q3 		$0 Hold
27
– – ﹤0.01% 682
2020
Q2 		$0 Buy
+27
New +$139 ﹤0.01% 635
2020
Q1 		– Sell
-227
Closed -$2K – 705
2019
Q4 		$2K Buy
+227
New +$2.08K ﹤0.01% 621
2019
Q3 		– Sell
-288
Closed -$2K – 1068
2019
Q2 		$2K Sell
288
-33
-10% -$307 ﹤0.01% 547
2019
Q1 		$4K Buy
+321
New +$4.95K ﹤0.01% 426

Other funds holding HOUS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return