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AFA
American Financial Advisors’s
State Street SPDR Dow Jones Global Real Estate ETF
RWO
Stock Holding History
American Financial Advisors’s Portfolio
RWO Stock Details
RWO Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-3,918
Closed
-$212K
–
128
2022
Q1
$212K
Sell
3,918
-131
-3%
-$6.93K
0.03%
123
2021
Q4
$229K
Sell
4,049
-74
-2%
-$4.02K
0.03%
120
2021
Q3
$211K
Sell
4,123
-1,573
-28%
-$83.9K
0.03%
126
2021
Q2
$293K
Sell
5,696
-87
-2%
-$4.41K
0.04%
107
2021
Q1
$273K
Sell
5,783
-1,224
-17%
-$55.9K
0.04%
105
2020
Q4
$312K
Sell
7,007
-619
-8%
-$26.1K
0.04%
94
2020
Q3
$301K
Sell
7,626
-161
-2%
-$6.44K
0.05%
84
2020
Q2
$302K
Sell
7,787
-250
-3%
-$9.55K
0.05%
82
2020
Q1
$301K
Sell
8,037
-1,644
-17%
-$78.1K
0.05%
79
2019
Q4
$501K
Sell
9,681
-2,048
-17%
-$107K
0.09%
57
2019
Q3
$608K
Sell
11,729
-3,113
-21%
-$158K
0.12%
55
2019
Q2
$740K
Sell
14,842
-8,111
-35%
-$405K
0.14%
53
2019
Q1
$1.15M
Sell
22,953
-5,488
-19%
-$265K
0.23%
48
2018
Q4
$1.26M
Buy
+28,441
New
+$1.32M
0.28%
41
Other funds holding RWO
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$168B AUM
27.2%
1-Year Est. Return
HNB
Huntington National Bank
Columbus, Ohio
$18.1B AUM
24.69%
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
Manulife (Manufacturers Life Insurance)
Canada, Ontario, Canada
$116B AUM
26.37%
1-Year Est. Return
MWM
Modera Wealth Management
Westwood, New Jersey
$8.34B AUM
19.68%
1-Year Est. Return
GT
Glenmede Trust
Philadelphia, Pennsylvania
$20.4B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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