Belpointe Asset Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-258	Closed	-$6.78K	–	2812
2023 Q1	$6.78K	Sell	258 -107	-29%	-$2.92K	﹤0.01%	2897
2022 Q4	$9.77K	Buy	+365	New	+$9.34K	﹤0.01%	2628
2020 Q1	–	Sell	-3,039	Closed	-$118K	–	752
2019 Q4	$118K	Buy	3,039 +120	+4%	+$4.83K	0.02%	721
2019 Q3	$115K	Buy	+2,919	New	+$113K	0.02%	625

Other funds holding RWX

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Belpointe Asset Management's RWX Position: Q2 2023 in Review

Belpointe Asset Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2023, closing a stake of 258 shares — an estimated $6.78K sold.

Belpointe Asset Management first reported a position in RWX in Q3 2019 and held it in 4 quarters. The position peaked at $118K in Q4 2019. 134 funds tracked by Wall St. Rank hold RWX as of Q2 2023.

Belpointe Asset Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 258 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2023, an estimated $6.78K.
Belpointe Asset Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2019 and held it in 4 quarters.
Belpointe Asset Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $118K in Q4 2019.
134 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.