American National Bank & Trust’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

American National Bank & Trust’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
2022 Q4	–	Sell	-50	Closed	-$4K	–	678
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	438
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	346
2022 Q1	$6K	Hold	50	–	–	﹤0.01%	347
2021 Q4	$6K	Hold	50	–	–	﹤0.01%	298
2021 Q3	$5K	Buy	+50	New	+$5.48K	﹤0.01%	267

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

American National Bank & Trust's RWR Position: Q4 2022 in Review

American National Bank & Trust sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2022, closing a stake of 50 shares — an estimated $4K sold.

American National Bank & Trust first reported a position in RWR in Q3 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 255 funds tracked by Wall St. Rank hold RWR as of Q4 2022.

American National Bank & Trust reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2022 after selling out during the quarter.
American National Bank & Trust sold 50 State Street SPDR Dow Jones REIT ETF shares in Q4 2022, an estimated $4K.
American National Bank & Trust first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2021 and held it in 5 quarters.
American National Bank & Trust's State Street SPDR Dow Jones REIT ETF position peaked at $6K in Q1 2022.
255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2022.

Based on American National Bank & Trust's 13F filing for Q4 2022, filed 10 Jan 2023.