WAM
HOUS

Wealthspire Advisors (Maryland)’s Anywhere Real Estate HOUS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-162
Closed -$2K – 1151
2019
Q1 		$2K Sell
162
-191
-54% -$2.94K ﹤0.01% 2157
2018
Q4 		$5K Buy
353
+334
+1,758% +$6.08K ﹤0.01% 1723
2018
Q3 		$0 Sell
19
-90
-83% -$1.96K ﹤0.01% 2438
2018
Q2 		$2K Sell
109
-21
-16% -$523 ﹤0.01% 2157
2018
Q1 		$4K Buy
130
+17
+15% +$446 ﹤0.01% 1910
2017
Q4 		$3K Sell
113
-157
-58% -$4.55K ﹤0.01% 1990
2017
Q3 		$9K Buy
270
+5
+2% +$169 ﹤0.01% 1612
2017
Q2 		$9K Buy
265
+85
+47% +$2.57K ﹤0.01% 1571
2017
Q1 		$5K Buy
180
+157
+683% +$4.27K ﹤0.01% 1515
2016
Q4 		$1K Buy
+23
New +$569 ﹤0.01% 1650

Other funds holding HOUS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return