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Beam Wealth Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Beam Wealth Advisors’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
2020
Q2 		– Sell
-6,924
Closed -$249K – 160
2020
Q1 		$249K Buy
6,924
+299
+5% +$14.2K 0.25% 119
2019
Q4 		$341K Buy
+6,625
New +$345K 0.32% 101

Other funds holding RWO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Beam Wealth Advisors's RWO Position: Q2 2020 in Review

Beam Wealth Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2020, closing a stake of 6,924 shares — an estimated $249K sold.

Beam Wealth Advisors first reported a position in RWO in Q4 2019 and held it in 2 quarters. The position peaked at $341K in Q4 2019. 213 funds tracked by Wall St. Rank hold RWO as of Q2 2020.

  • Beam Wealth Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 6,924 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2020, an estimated $249K.
  • Beam Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and held it in 2 quarters.
  • Beam Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $341K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2020.

Based on Beam Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.