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Sargent Bickham Lagudis’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$640 Buy
+30
New +$615 ﹤0.01% 984
2022
Q2 		– Sell
-159
Closed -$4K – 1081
2022
Q1 		$4K Hold
159
– – ﹤0.01% 817
2021
Q4 		$4K Hold
159
– – ﹤0.01% 826
2021
Q3 		$4K Buy
+159
New +$4.55K ﹤0.01% 829
2019
Q3 		– Sell
-52
Closed -$1K – 737
2019
Q2 		$1K Buy
+52
New +$1.47K ﹤0.01% 733

Other funds holding HAUZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 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
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sargent Bickham Lagudis's HAUZ Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in Xtrackers International Real Estate ETF (HAUZ) in Q4 2022: 30 shares worth $640. The stake represents ﹤0.01% of the portfolio and ranks #984 among its holdings. This is a return to the name: Sargent Bickham Lagudis previously reported a position in HAUZ as recently as Q1 2022.

Sargent Bickham Lagudis first reported a position in HAUZ in Q2 2019 and has held it in 5 quarters since. The position peaked at $4K in Q1 2022. 51 funds tracked by Wall St. Rank hold HAUZ as of Q4 2022.

  • Sargent Bickham Lagudis held 30 shares of Xtrackers International Real Estate ETF worth $640 as of Q4 2022.
  • Xtrackers International Real Estate ETF was a new Sargent Bickham Lagudis position in Q4 2022.
  • Xtrackers International Real Estate ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #984 holding.
  • Sargent Bickham Lagudis first reported a position in Xtrackers International Real Estate ETF in Q2 2019 and has held it in 5 quarters since.
  • Sargent Bickham Lagudis's Xtrackers International Real Estate ETF position peaked at $4K in Q1 2022.
  • 51 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.