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Arkadios Wealth Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Arkadios Wealth Advisors’s Portfolio RWX Stock Details RWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-500
Closed -$13.4K – 1114
2020
Q1 		$13.4K Hold
500
– – 0.01% 567
2019
Q4 		$19.6K Buy
+500
New +$20.1K 0.01% 461

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Arkadios Wealth Advisors's RWX Position: Q2 2020 in Review

Arkadios Wealth Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2020, closing a stake of 500 shares — an estimated $13.4K sold.

Arkadios Wealth Advisors first reported a position in RWX in Q4 2019 and held it in 2 quarters. The position peaked at $19.6K in Q4 2019. 173 funds tracked by Wall St. Rank hold RWX as of Q2 2020.

  • Arkadios Wealth Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 500 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2020, an estimated $13.4K.
  • Arkadios Wealth Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2019 and held it in 2 quarters.
  • Arkadios Wealth Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $19.6K in Q4 2019.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.