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Lenox Wealth Advisors’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Lenox Wealth Advisors’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
2021
Q4 		– Sell
-3
Closed – – 980
2021
Q3 		$0 Buy
+3
New +$86 ﹤0.01% 748

Other funds holding HAUZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lenox Wealth Advisors's HAUZ Position: Q4 2021 in Review

Lenox Wealth Advisors sold out of Xtrackers International Real Estate ETF (HAUZ) in Q4 2021, closing a stake of 3 shares.

Lenox Wealth Advisors first reported a position in HAUZ in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 45 funds tracked by Wall St. Rank hold HAUZ as of Q4 2021.

  • Lenox Wealth Advisors reported no remaining Xtrackers International Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 3 Xtrackers International Real Estate ETF shares in Q4 2021.
  • Lenox Wealth Advisors first reported a position in Xtrackers International Real Estate ETF in Q3 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's Xtrackers International Real Estate ETF position peaked at $0 in Q3 2021.
  • 45 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q4 2021.

Based on Lenox Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.