SS
BETR icon

Simplicity Solutions’s Better Home & Finance Holding BETR Stock Holding History

Simplicity Solutions’s Portfolio BETR Stock Details BETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$214K Hold
5,239
– – 0.01% 954
2023
Q3 		$125K Buy
+5,239
New +$4.01M ﹤0.01% 928

Other funds holding BETR

PBRA
Pine Brook Road Advisors Bedford, New York $138M AUM 19.16% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
AF
Ally Financial Detroit, Michigan $804M AUM 0.18% 1-Year Est. Return
CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
KDIA
KPCB DGF II Associates Menlo Park, California $78.6M AUM 104.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AE
American Express New York $880M AUM 23.13% 1-Year Est. Return
IVSFI
IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's BETR Position: Q4 2023 in Review

Simplicity Solutions held its Better Home & Finance Holding (BETR) position steady in Q4 2023 at 5,239 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #954.

Simplicity Solutions first reported a position in BETR in Q3 2023 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold BETR as of Q4 2023.

  • Simplicity Solutions held 5,239 shares of Better Home & Finance Holding worth $214K as of Q4 2023.
  • Simplicity Solutions left its Better Home & Finance Holding share count unchanged in Q4 2023.
  • Better Home & Finance Holding made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #954 holding.
  • Simplicity Solutions first reported a position in Better Home & Finance Holding in Q3 2023 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.