SWA
HOUS

Sutton Wealth Advisors’s Anywhere Real Estate HOUS Stock Holding History

Sutton Wealth Advisors’s Portfolio HOUS Stock Details HOUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,111
Closed -$19.9K – 1140
2022
Q4 		$19.9K Buy
3,111
+1,923
+162% +$13.9K 0.01% 691
2022
Q3 		$9.63K Sell
1,188
-76
-6% -$778 ﹤0.01% 902
2022
Q2 		$12.4K Sell
1,264
-375
-23% -$4.42K ﹤0.01% 831
2022
Q1 		$25.7K Buy
1,639
+112
+7% +$1.87K 0.01% 629
2021
Q4 		$25.7K Sell
1,527
-103
-6% -$1.79K 0.01% 634
2021
Q3 		$28.6K Buy
1,630
+130
+9% +$2.29K 0.01% 580
2021
Q2 		$27.3K Buy
1,500
+1
+0.1% +$17 0.01% 604
2021
Q1 		$22.7K Hold
1,499
– – 0.01% 638
2020
Q4 		$19.7K Buy
1,499
+358
+31% +$4.27K 0.01% 622
2020
Q3 		$10.8K Buy
1,141
+286
+33% +$2.75K 0.01% 716
2020
Q2 		$6.34K Sell
855
-1,670
-66% -$8.62K ﹤0.01% 813
2020
Q1 		$7.6K Buy
2,525
+288
+13% +$2.54K ﹤0.01% 730
2019
Q4 		$21.7K Hold
2,237
– – 0.01% 574
2019
Q3 		$14.9K Buy
+2,237
New +$12.9K 0.01% 680

Other funds holding HOUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sutton Wealth Advisors's HOUS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Anywhere Real Estate (HOUS) in Q1 2023, closing a stake of 3,111 shares — an estimated $19.9K sold.

Sutton Wealth Advisors first reported a position in HOUS in Q3 2019 and held it in 14 quarters. The position peaked at $28.6K in Q3 2021. 180 funds tracked by Wall St. Rank hold HOUS as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Anywhere Real Estate position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 3,111 Anywhere Real Estate shares in Q1 2023, an estimated $19.9K.
  • Sutton Wealth Advisors first reported a position in Anywhere Real Estate in Q3 2019 and held it in 14 quarters.
  • Sutton Wealth Advisors's Anywhere Real Estate position peaked at $28.6K in Q3 2021.
  • 180 funds tracked by Wall St. Rank held Anywhere Real Estate as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.