Axiom Investment Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Axiom Investment 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
2022 Q1	–	Sell	-990	Closed	-$121K	–	140
2021 Q4	$121K	Buy	+990	New	+$114K	0.12%	116
2021 Q3	–	Sell	-990	Closed	-$104K	–	162
2021 Q2	$104K	Hold	990	–	–	0.08%	132
2021 Q1	$94K	Buy	990 +729	+279%	+$66K	0.08%	141
2020 Q4	$86	Sell	261 -729	-74%	-$60.9K	0.08%	116
2020 Q3	$77K	Hold	990	–	–	0.09%	115
2020 Q2	$77K	Buy	+990	New	+$75.8K	0.1%	104
2019 Q4	–	Sell	-990	Closed	-$104K	–	204
2019 Q3	$104K	Hold	990	–	–	0.08%	174
2019 Q2	$98K	Hold	990	–	–	0.02%	391
2019 Q1	$99K	Buy	+990	New	+$93.8K	0.02%	382

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Axiom Investment Management's RWR Position: Q1 2022 in Review

Axiom Investment Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2022, closing a stake of 990 shares — an estimated $121K sold.

Axiom Investment Management first reported a position in RWR in Q1 2019 and held it in 9 quarters. The position peaked at $121K in Q4 2021. 279 funds tracked by Wall St. Rank hold RWR as of Q1 2022.

Axiom Investment Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2022 after selling out during the quarter.
Axiom Investment Management sold 990 State Street SPDR Dow Jones REIT ETF shares in Q1 2022, an estimated $121K.
Axiom Investment Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2019 and held it in 9 quarters.
Axiom Investment Management's State Street SPDR Dow Jones REIT ETF position peaked at $121K in Q4 2021.
279 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2022.

Based on Axiom Investment Management's 13F filing for Q1 2022, filed 13 May 2022.