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Trifecta Capital Advisors’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Trifecta Capital 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
2023
Q1 		– Sell
-32
Closed -$683 – 433
2022
Q4 		$683 Buy
+32
New +$656 ﹤0.01% 403

Other funds holding HAUZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
JCIA
Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Trifecta Capital Advisors's HAUZ Position: Q1 2023 in Review

Trifecta Capital Advisors sold out of Xtrackers International Real Estate ETF (HAUZ) in Q1 2023, closing a stake of 32 shares — an estimated $683 sold.

Trifecta Capital Advisors first reported a position in HAUZ in Q4 2022 and held it in 1 quarter. The position peaked at $683 in Q4 2022. 47 funds tracked by Wall St. Rank hold HAUZ as of Q1 2023.

  • Trifecta Capital Advisors reported no remaining Xtrackers International Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 32 Xtrackers International Real Estate ETF shares in Q1 2023, an estimated $683.
  • Trifecta Capital Advisors first reported a position in Xtrackers International Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • Trifecta Capital Advisors's Xtrackers International Real Estate ETF position peaked at $683 in Q4 2022.
  • 47 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q1 2023.

Based on Trifecta Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.