LWS
HOUS

Lucia Wealth Services’s Anywhere Real Estate HOUS Stock Holding History

Lucia Wealth Services’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
2018
Q2 		– Sell
-89,934
Closed -$2.45M – 216
2018
Q1 		$2.45M Buy
89,934
+47,884
+114% +$1.26M 0.8% 48
2017
Q4 		$1.11M Buy
+42,050
New +$1.22M 0.49% 55

Other funds holding HOUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return

Lucia Wealth Services's HOUS Position: Q2 2018 in Review

Lucia Wealth Services sold out of Anywhere Real Estate (HOUS) in Q2 2018, closing a stake of 89,934 shares — an estimated $2.45M sold.

Lucia Wealth Services first reported a position in HOUS in Q4 2017 and held it in 2 quarters. The position peaked at $2.45M in Q1 2018. 218 funds tracked by Wall St. Rank hold HOUS as of Q2 2018.

  • Lucia Wealth Services reported no remaining Anywhere Real Estate position as of Q2 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 89,934 Anywhere Real Estate shares in Q2 2018, an estimated $2.45M.
  • Lucia Wealth Services first reported a position in Anywhere Real Estate in Q4 2017 and held it in 2 quarters.
  • Lucia Wealth Services's Anywhere Real Estate position peaked at $2.45M in Q1 2018.
  • 218 funds tracked by Wall St. Rank held Anywhere Real Estate as of Q2 2018.

Based on Lucia Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.