Atlas Private Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Atlas Private Wealth Management’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
2021 Q2	–	Sell	-191	Closed	-$18K	–	322
2021 Q1	$18K	Sell	191 -190	-50%	-$17.2K	0.01%	266
2020 Q4	$33K	Hold	381	–	–	0.02%	225
2020 Q3	$30K	Hold	381	–	–	0.02%	219
2020 Q2	$30K	Hold	381	–	–	0.02%	230
2020 Q1	$28K	Hold	381	–	–	0.03%	219
2019 Q4	$39K	Buy	+381	New	+$39.4K	0.03%	221

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Atlas Private Wealth Management's RWR Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2021, closing a stake of 191 shares — an estimated $18K sold.

Atlas Private Wealth Management first reported a position in RWR in Q4 2019 and held it in 6 quarters. The position peaked at $39K in Q4 2019. 235 funds tracked by Wall St. Rank hold RWR as of Q2 2021.

Atlas Private Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 191 State Street SPDR Dow Jones REIT ETF shares in Q2 2021, an estimated $18K.
Atlas Private Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $39K in Q4 2019.
235 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.