MWM
HOUS

MorganRosel Wealth Management’s Anywhere Real Estate HOUS Stock Holding History

MorganRosel 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
Q4 		– Sell
-39,066
Closed -$685K – 84
2021
Q3 		$685K Buy
39,066
+77
+0.2% +$1.36K 0.37% 54
2021
Q2 		$710K Sell
38,989
-29,130
-43% -$498K 0.4% 51
2021
Q1 		$1.03M Sell
68,119
-10,090
-13% -$160K 0.65% 30
2020
Q4 		$1.03M Buy
78,209
+1,829
+2% +$21.8K 0.72% 28
2020
Q3 		$721K Buy
+76,380
New +$734K 0.58% 37

Other funds holding HOUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

MorganRosel Wealth Management's HOUS Position: Q4 2021 in Review

MorganRosel Wealth Management sold out of Anywhere Real Estate (HOUS) in Q4 2021, closing a stake of 39,066 shares — an estimated $685K sold.

MorganRosel Wealth Management first reported a position in HOUS in Q3 2020 and held it in 5 quarters. The position peaked at $1.03M in Q1 2021. 231 funds tracked by Wall St. Rank hold HOUS as of Q4 2021.

  • MorganRosel Wealth Management reported no remaining Anywhere Real Estate position as of Q4 2021 after selling out during the quarter.
  • MorganRosel Wealth Management sold 39,066 Anywhere Real Estate shares in Q4 2021, an estimated $685K.
  • MorganRosel Wealth Management first reported a position in Anywhere Real Estate in Q3 2020 and held it in 5 quarters.
  • MorganRosel Wealth Management's Anywhere Real Estate position peaked at $1.03M in Q1 2021.
  • 231 funds tracked by Wall St. Rank held Anywhere Real Estate as of Q4 2021.

Based on MorganRosel Wealth Management's 13F filing for Q4 2021, filed 24 Jan 2022.