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Reilly Financial Advisors’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$0 Sell
17
-135
-89% -$3.8K ﹤0.01% 1151
2021
Q3 		$4K Buy
+152
New +$4.35K ﹤0.01% 780

Other funds holding HAUZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Reilly Financial Advisors's HAUZ Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Xtrackers International Real Estate ETF (HAUZ) stake by 89% in Q4 2021, selling an estimated $3.8K and leaving 17 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Reilly Financial Advisors first reported a position in HAUZ in Q3 2021 and has held it in 2 quarters since. The position peaked at $4K in Q3 2021. 45 funds tracked by Wall St. Rank hold HAUZ as of Q4 2021.

  • Reilly Financial Advisors held 17 shares of Xtrackers International Real Estate ETF worth $0 as of Q4 2021.
  • Reilly Financial Advisors sold 135 Xtrackers International Real Estate ETF shares in Q4 2021, an estimated $3.8K.
  • Xtrackers International Real Estate ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1151 holding.
  • Reilly Financial Advisors first reported a position in Xtrackers International Real Estate ETF in Q3 2021 and has held it in 2 quarters since.
  • Reilly Financial Advisors's Xtrackers International Real Estate ETF position peaked at $4K in Q3 2021.
  • 45 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.