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AWM
Avior Wealth Management’s
State Street SPDR Dow Jones Global Real Estate ETF
RWO
Stock Holding History
Avior Wealth Management’s Portfolio
RWO Stock Details
RWO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-41
Closed
-$1.72K
–
2397
2024
Q2
$1.72K
Sell
41
-892
-96%
-$36.8K
﹤0.01%
1960
2024
Q1
$40K
Buy
+933
New
+$39.4K
﹤0.01%
1313
2023
Q4
–
Sell
-88
Closed
-$3.39K
–
1653
2023
Q3
$3.39K
Buy
88
+1
+1%
+$41
﹤0.01%
1304
2023
Q2
$3.61K
Buy
87
+1
+1%
+$41
﹤0.01%
1265
2023
Q1
$3.58K
Sell
86
-44
-34%
-$1.87K
﹤0.01%
1296
2022
Q4
$5.33K
Buy
+130
New
+$5.26K
﹤0.01%
942
2021
Q4
–
Sell
-5
Closed
–
–
1209
2021
Q3
$0
Buy
+5
New
+$267
﹤0.01%
1166
2021
Q2
–
Sell
-163
Closed
-$7K
–
1123
2021
Q1
$7K
Buy
+163
New
+$7.44K
﹤0.01%
809
2017
Q2
–
Sell
-16
Closed
-$1K
–
476
2017
Q1
$1K
Sell
16
-58
-78%
-$2.74K
﹤0.01%
472
2016
Q4
$3K
Buy
+74
New
+$3.44K
﹤0.01%
437
Other funds holding RWO
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
HNB
Huntington National Bank
Columbus, Ohio
$18.1B AUM
24.69%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
GT
Glenmede Trust
Philadelphia, Pennsylvania
$20.4B AUM
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
TCM
Tradewinds Capital Management
Bellingham, Washington
$504M AUM
40.92%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75.1B AUM
31.89%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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