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Valued Wealth Advisors’s Bluerock Homes Trust BHM Stock Holding History

Valued Wealth Advisors’s Portfolio BHM Stock Details BHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24
Closed -$311 – 606
2023
Q4 		$311 Buy
+24
New +$336 ﹤0.01% 472

Other funds holding BHM

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valued Wealth Advisors's BHM Position: Q1 2024 in Review

Valued Wealth Advisors sold out of Bluerock Homes Trust (BHM) in Q1 2024, closing a stake of 24 shares — an estimated $311 sold.

Valued Wealth Advisors first reported a position in BHM in Q4 2023 and held it in 1 quarter. The position peaked at $311 in Q4 2023. 41 funds tracked by Wall St. Rank hold BHM as of Q1 2024.

  • Valued Wealth Advisors reported no remaining Bluerock Homes Trust position as of Q1 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 24 Bluerock Homes Trust shares in Q1 2024, an estimated $311.
  • Valued Wealth Advisors first reported a position in Bluerock Homes Trust in Q4 2023 and held it in 1 quarter.
  • Valued Wealth Advisors's Bluerock Homes Trust position peaked at $311 in Q4 2023.
  • 41 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2024.

Based on Valued Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.