Alta Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Alta Wealth Advisors’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,489	Closed	-$289K	–	133
2023 Q3	$289K	Sell	3,489 -204	-6%	-$18.3K	0.18%	112
2023 Q2	$334K	Sell	3,693 -399	-10%	-$35.2K	0.2%	112
2023 Q1	$363K	Sell	4,092 -28	-0.7%	-$2.56K	0.23%	108
2022 Q4	$359K	Sell	4,120 -659	-14%	-$57.7K	0.24%	111
2022 Q3	$403K	Hold	4,779	–	–	0.29%	103
2022 Q2	$455K	Hold	4,779	–	–	0.32%	97
2022 Q1	$561K	Buy	4,779 +137	+3%	+$15.6K	0.33%	97
2021 Q4	$567K	Hold	4,642	–	–	0.35%	91
2021 Q3	$489K	Hold	4,642	–	–	0.36%	96
2021 Q2	$487K	Buy	4,642 +41	+0.9%	+$4.2K	0.36%	99
2021 Q1	$436K	Buy	4,601 +55	+1%	+$4.98K	0.36%	95
2020 Q4	$394K	Buy	+4,546	New	+$380K	0.33%	98

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alta Wealth Advisors's RWR Position: Q4 2023 in Review

Alta Wealth Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2023, closing a stake of 3,489 shares — an estimated $289K sold.

Alta Wealth Advisors first reported a position in RWR in Q4 2020 and held it in 12 quarters. The position peaked at $567K in Q4 2021. 268 funds tracked by Wall St. Rank hold RWR as of Q4 2023.

Alta Wealth Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2023 after selling out during the quarter.
Alta Wealth Advisors sold 3,489 State Street SPDR Dow Jones REIT ETF shares in Q4 2023, an estimated $289K.
Alta Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2020 and held it in 12 quarters.
Alta Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $567K in Q4 2021.
268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2023.

Based on Alta Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.