BAAM
RWO icon

Baker Avenue Asset Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Baker Avenue Asset Management’s Portfolio RWO Stock Details RWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,931
Closed -$112K – 1269
2023
Q3 		$112K Hold
2,931
– – 0.01% 409
2023
Q2 		$120K Sell
2,931
-935
-24% -$38.3K 0.01% 404
2023
Q1 		$159K Sell
3,866
-28,460
-88% -$1.21M 0.01% 367
2022
Q4 		$1.32M Buy
32,326
+10,980
+51% +$445K 0.08% 150
2022
Q3 		$826K Buy
+21,346
New +$956K 0.05% 179

Other funds holding RWO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return