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HOMZ icon

NewEdge Advisors’s Hoya Capital Housing ETF HOMZ Stock Holding History

NewEdge Advisors’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
2024
Q1 		– Sell
-100
Closed -$4.23K – 3885
2023
Q4 		$4.23K Hold
100
– – ﹤0.01% 3165
2023
Q3 		$3.56K Buy
+100
New +$3.84K ﹤0.01% 2903

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

NewEdge Advisors's HOMZ Position: Q1 2024 in Review

NewEdge Advisors sold out of Hoya Capital Housing ETF (HOMZ) in Q1 2024, closing a stake of 100 shares — an estimated $4.23K sold.

NewEdge Advisors first reported a position in HOMZ in Q3 2023 and held it in 2 quarters. The position peaked at $4.23K in Q4 2023. 16 funds tracked by Wall St. Rank hold HOMZ as of Q1 2024.

  • NewEdge Advisors reported no remaining Hoya Capital Housing ETF position as of Q1 2024 after selling out during the quarter.
  • NewEdge Advisors sold 100 Hoya Capital Housing ETF shares in Q1 2024, an estimated $4.23K.
  • NewEdge Advisors first reported a position in Hoya Capital Housing ETF in Q3 2023 and held it in 2 quarters.
  • NewEdge Advisors's Hoya Capital Housing ETF position peaked at $4.23K in Q4 2023.
  • 16 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.