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Avantax Planning Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Avantax Planning Partners’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
2024
Q2 		– Sell
-2,150
Closed -$203K – 489
2024
Q1 		$203K Hold
2,150
– – 0.01% 445
2023
Q4 		$205K Sell
2,150
-18,663
-90% -$1.6M 0.01% 354
2023
Q3 		$1.73M Buy
+20,813
New +$1.87M 0.07% 116
2023
Q1 		– Sell
-5,036
Closed -$439K – 387
2022
Q4 		$439K Buy
+5,036
New +$441K 0.02% 245
2022
Q2 		– Sell
-2,874
Closed -$337K – 367
2022
Q1 		$337K Buy
+2,874
New +$327K 0.01% 262

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Avantax Planning Partners's RWR Position: Q2 2024 in Review

Avantax Planning Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2024, closing a stake of 2,150 shares — an estimated $203K sold.

Avantax Planning Partners first reported a position in RWR in Q1 2022 and held it in 5 quarters. The position peaked at $1.73M in Q3 2023. 251 funds tracked by Wall St. Rank hold RWR as of Q2 2024.

  • Avantax Planning Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 2,150 State Street SPDR Dow Jones REIT ETF shares in Q2 2024, an estimated $203K.
  • Avantax Planning Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2022 and held it in 5 quarters.
  • Avantax Planning Partners's State Street SPDR Dow Jones REIT ETF position peaked at $1.73M in Q3 2023.
  • 251 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2024.

Based on Avantax Planning Partners's 13F filing for Q2 2024, filed 9 Aug 2024.