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Moisand Fitzgerald Tamayo’s Hoya Capital Housing ETF HOMZ Stock Holding History

Moisand Fitzgerald Tamayo’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
2023
Q4 		– Sell
-208
Closed -$7.4K – 724
2023
Q3 		$7.4K Buy
+208
New +$7.99K ﹤0.01% 373

Other funds holding HOMZ

PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HCRE
Hoya Capital Real Estate Rowayton, Connecticut $5.54M AUM 10.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Moisand Fitzgerald Tamayo's HOMZ Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Hoya Capital Housing ETF (HOMZ) in Q4 2023, closing a stake of 208 shares — an estimated $7.4K sold.

Moisand Fitzgerald Tamayo first reported a position in HOMZ in Q3 2023 and held it in 1 quarter. The position peaked at $7.4K in Q3 2023. 17 funds tracked by Wall St. Rank hold HOMZ as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Hoya Capital Housing ETF position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 208 Hoya Capital Housing ETF shares in Q4 2023, an estimated $7.4K.
  • Moisand Fitzgerald Tamayo first reported a position in Hoya Capital Housing ETF in Q3 2023 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's Hoya Capital Housing ETF position peaked at $7.4K in Q3 2023.
  • 17 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.