TWA
HAUZ icon

TCI Wealth Advisors’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

TCI Wealth Advisors’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 		– Sell
-156
Closed -$3K – 2566
2022
Q3 		$3K Hold
156
– – ﹤0.01% 1774
2022
Q2 		$3K Hold
156
– – ﹤0.01% 1807
2022
Q1 		$4K Hold
156
– – ﹤0.01% 1709
2021
Q4 		$4K Hold
156
– – ﹤0.01% 1822
2021
Q3 		$4K Hold
156
– – ﹤0.01% 1748
2021
Q2 		$4K Hold
156
– – ﹤0.01% 1578
2021
Q1 		$4K Buy
+156
New +$4.21K ﹤0.01% 1374

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

TCI Wealth Advisors's HAUZ Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Xtrackers International Real Estate ETF (HAUZ) in Q4 2022, closing a stake of 156 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in HAUZ in Q1 2021 and held it in 7 quarters. The position peaked at $4K in Q1 2022. 51 funds tracked by Wall St. Rank hold HAUZ as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Xtrackers International Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 156 Xtrackers International Real Estate ETF shares in Q4 2022, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Xtrackers International Real Estate ETF in Q1 2021 and held it in 7 quarters.
  • TCI Wealth Advisors'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 TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.