Beacon Pointe Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Beacon Pointe Advisors’s Portfolio RWX Stock Details RWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-14,226	Closed	-$343K	–	1101
2022 Q3	$343K	Buy	14,226 +1	+0%	+$28	0.01%	759
2022 Q2	$401K	Buy	14,225 +1	+0%	+$31	0.01%	723
2022 Q1	$485K	Hold	14,224	–	–	0.01%	815
2021 Q4	$506K	Sell	14,224 -849	-6%	-$30.6K	0.01%	571
2021 Q3	$535K	Buy	+15,073	New	+$565K	0.01%	530

Other funds holding RWX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Beacon Pointe Advisors's RWX Position: Q4 2022 in Review

Beacon Pointe Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2022, closing a stake of 14,226 shares — an estimated $343K sold.

Beacon Pointe Advisors first reported a position in RWX in Q3 2021 and held it in 5 quarters. The position peaked at $535K in Q3 2021. 144 funds tracked by Wall St. Rank hold RWX as of Q4 2022.

Beacon Pointe Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Beacon Pointe Advisors sold 14,226 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2022, an estimated $343K.
Beacon Pointe Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2021 and held it in 5 quarters.
Beacon Pointe Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $535K in Q3 2021.
144 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2022.

Based on Beacon Pointe Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.