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

Simplicity Wealth’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
2024
Q3 		– Sell
-5,239
Closed -$120K – 552
2024
Q2 		$120K Hold
5,239
– – ﹤0.01% 1166
2024
Q1 		$130K Buy
+5,239
New +$147K ﹤0.01% 1099

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AF
Ally Financial Detroit, Michigan $804M AUM 0.18% 1-Year Est. Return
IVSFI
IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

Simplicity Wealth's BETR Position: Q3 2024 in Review

Simplicity Wealth sold out of Better Home & Finance Holding (BETR) in Q3 2024, closing a stake of 5,239 shares — an estimated $120K sold.

Simplicity Wealth first reported a position in BETR in Q1 2024 and held it in 2 quarters. The position peaked at $130K in Q1 2024. 23 funds tracked by Wall St. Rank hold BETR as of Q3 2024.

  • Simplicity Wealth reported no remaining Better Home & Finance Holding position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 5,239 Better Home & Finance Holding shares in Q3 2024, an estimated $120K.
  • Simplicity Wealth first reported a position in Better Home & Finance Holding in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Better Home & Finance Holding position peaked at $130K in Q1 2024.
  • 23 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.