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Atticus Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Atticus Wealth Management’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,306
Closed -$91K – 605
2022
Q1 		$91K Buy
+3,306
New +$92.9K 0.03% 206

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WC
Wealth CMT Cherry Hill, New Jersey $66.2M AUM 8.1% 1-Year Est. Return

Atticus Wealth Management's CWI Position: Q2 2022 in Review

Atticus Wealth Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2022, closing a stake of 3,306 shares — an estimated $91K sold.

Atticus Wealth Management first reported a position in CWI in Q1 2022 and held it in 1 quarter. The position peaked at $91K in Q1 2022. 201 funds tracked by Wall St. Rank hold CWI as of Q2 2022.

  • Atticus Wealth Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 3,306 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2022, an estimated $91K.
  • Atticus Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2022 and held it in 1 quarter.
  • Atticus Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $91K in Q1 2022.
  • 201 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2022.

Based on Atticus Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.