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

Atlas Capital 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
2021 Q4	–	Sell	-9,487	Closed	-$337K	–	954
2021 Q3	$337K	Hold	9,487	–	–	0.05%	263
2021 Q2	$348K	Sell	9,487 -32,263	-77%	-$1.18M	0.06%	268
2021 Q1	$1.44M	Sell	41,750 -11,164	-21%	-$381K	0.28%	80
2020 Q4	$1.8M	Buy	52,914 +8,246	+18%	+$262K	0.38%	56
2020 Q3	$1.33M	Sell	44,668 -3,050	-6%	-$91.2K	0.31%	74
2020 Q2	$1.38M	Sell	47,718 -8,022	-14%	-$227K	0.32%	72
2020 Q1	$1.49M	Buy	55,740 +24,648	+79%	+$874K	0.44%	49
2019 Q4	$1.21M	Sell	31,092 -1,170	-4%	-$47.1K	0.3%	88
2019 Q3	$1.27M	Buy	32,262 +5,113	+19%	+$199K	0.38%	72
2019 Q2	$1.05M	Sell	27,149 -775	-3%	-$30.1K	0.35%	74
2019 Q1	$1.1M	Buy	27,924 +157	+0.6%	+$5.99K	0.4%	70
2018 Q4	$981K	Sell	27,767 -4,325	-13%	-$159K	0.39%	64
2018 Q3	$1.21M	Buy	32,092 +1,069	+3%	+$41.8K	0.4%	69
2018 Q2	$1.22M	Sell	31,023 -5,102	-14%	-$205K	0.43%	59
2018 Q1	$1.45M	Buy	+36,125	New	+$1.46M	0.44%	54

Other funds holding RWX

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Atlas Capital Advisors's RWX Position: Q4 2021 in Review

Atlas Capital Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2021, closing a stake of 9,487 shares — an estimated $337K sold.

Atlas Capital Advisors first reported a position in RWX in Q1 2018 and held it in 15 quarters. The position peaked at $1.8M in Q4 2020. 181 funds tracked by Wall St. Rank hold RWX as of Q4 2021.

Atlas Capital Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Atlas Capital Advisors sold 9,487 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2021, an estimated $337K.
Atlas Capital Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2018 and held it in 15 quarters.
Atlas Capital Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.8M in Q4 2020.
181 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2021.

Based on Atlas Capital Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.