PO
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Private Ocean’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Private Ocean’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
2023
Q3 		– Sell
-106
Closed -$2.13K – 515
2023
Q2 		$2.13K Buy
+106
New +$2.22K ﹤0.01% 491

Other funds holding HAUZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JCIA
Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Private Ocean's HAUZ Position: Q3 2023 in Review

Private Ocean sold out of Xtrackers International Real Estate ETF (HAUZ) in Q3 2023, closing a stake of 106 shares — an estimated $2.13K sold.

Private Ocean first reported a position in HAUZ in Q2 2023 and held it in 1 quarter. The position peaked at $2.13K in Q2 2023. 57 funds tracked by Wall St. Rank hold HAUZ as of Q3 2023.

  • Private Ocean reported no remaining Xtrackers International Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Private Ocean sold 106 Xtrackers International Real Estate ETF shares in Q3 2023, an estimated $2.13K.
  • Private Ocean first reported a position in Xtrackers International Real Estate ETF in Q2 2023 and held it in 1 quarter.
  • Private Ocean's Xtrackers International Real Estate ETF position peaked at $2.13K in Q2 2023.
  • 57 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.