Sonora Investment Management’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Sonora Investment Management’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 Q1	–	Sell	-2	Closed	–	–	1758
2020 Q4	$0	Hold	2	–	–	﹤0.01%	1724
2020 Q3	$0	Sell	2 -2	-50%	-$48	﹤0.01%	1814
2020 Q2	$0	Buy	4 +2	+100%	+$45	﹤0.01%	1816
2020 Q1	$0	Buy	+2	New	+$54	﹤0.01%	1704

Other funds holding HAUZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sonora Investment Management's HAUZ Position: Q1 2021 in Review

Sonora Investment Management sold out of Xtrackers International Real Estate ETF (HAUZ) in Q1 2021, closing a stake of 2 shares.

Sonora Investment Management first reported a position in HAUZ in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 34 funds tracked by Wall St. Rank hold HAUZ as of Q1 2021.

Sonora Investment Management reported no remaining Xtrackers International Real Estate ETF position as of Q1 2021 after selling out during the quarter.
Sonora Investment Management sold 2 Xtrackers International Real Estate ETF shares in Q1 2021.
Sonora Investment Management first reported a position in Xtrackers International Real Estate ETF in Q1 2020 and held it in 4 quarters.
Sonora Investment Management's Xtrackers International Real Estate ETF position peaked at $0 in Q4 2020.
34 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q1 2021.

Based on Sonora Investment Management's 13F filing for Q1 2021, filed 28 Apr 2021.