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Liberty Wealth Management’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Liberty Wealth Management’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
2020
Q3 		– Sell
-138
Closed -$3K – 901
2020
Q2 		$3K Buy
+138
New +$3.11K ﹤0.01% 692

Other funds holding HAUZ

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CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Liberty Wealth Management's HAUZ Position: Q3 2020 in Review

Liberty Wealth Management sold out of Xtrackers International Real Estate ETF (HAUZ) in Q3 2020, closing a stake of 138 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in HAUZ in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 19 funds tracked by Wall St. Rank hold HAUZ as of Q3 2020.

  • Liberty Wealth Management reported no remaining Xtrackers International Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 138 Xtrackers International Real Estate ETF shares in Q3 2020, an estimated $3K.
  • Liberty Wealth Management first reported a position in Xtrackers International Real Estate ETF in Q2 2020 and held it in 1 quarter.
  • Liberty Wealth Management's Xtrackers International Real Estate ETF position peaked at $3K in Q2 2020.
  • 19 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.