AlphaCore Capital’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

AlphaCore Capital’s Portfolio BWX Stock Details BWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-92	Closed	-$2.06K	–	243
2022 Q4	$2.06K	Buy	+92	New	+$2K	﹤0.01%	169
2020 Q2	–	Sell	-15	Closed	–	–	103
2020 Q1	$0	Buy	+15	New	+$427	﹤0.01%	335

Other funds holding BWX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AlphaCore Capital's BWX Position: Q1 2023 in Review

AlphaCore Capital sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2023, closing a stake of 92 shares — an estimated $2.06K sold.

AlphaCore Capital first reported a position in BWX in Q1 2020 and held it in 2 quarters. The position peaked at $2.06K in Q4 2022. 134 funds tracked by Wall St. Rank hold BWX as of Q1 2023.

AlphaCore Capital reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
AlphaCore Capital sold 92 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2023, an estimated $2.06K.
AlphaCore Capital first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
AlphaCore Capital's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2.06K in Q4 2022.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2023.

Based on AlphaCore Capital's 13F filing for Q1 2023, filed 12 May 2023.