Beaird Harris Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Beaird Harris Wealth 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
2022 Q3	–	Sell	-304	Closed	-$13K	–	525
2022 Q2	$13K	Hold	304	–	–	﹤0.01%	232
2022 Q1	$16K	Hold	304	–	–	0.01%	275
2021 Q4	$17K	Buy	+304	New	+$16.5K	0.01%	339

Other funds holding RWO

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Beaird Harris Wealth Management's RWO Position: Q3 2022 in Review

Beaird Harris Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2022, closing a stake of 304 shares — an estimated $13K sold.

Beaird Harris Wealth Management first reported a position in RWO in Q4 2021 and held it in 3 quarters. The position peaked at $17K in Q4 2021. 218 funds tracked by Wall St. Rank hold RWO as of Q3 2022.

Beaird Harris Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Beaird Harris Wealth Management sold 304 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2022, an estimated $13K.
Beaird Harris Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2021 and held it in 3 quarters.
Beaird Harris Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $17K in Q4 2021.
218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.