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Bigelow Investment Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Bigelow Investment Advisors’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9,165
Closed -$218K – 139
2022
Q2 		$218K Buy
9,165
+800
+10% +$20.4K 0.12% 134
2022
Q1 		$230K Sell
8,365
-20
-0.2% -$562 0.11% 139
2021
Q4 		$246K Hold
8,385
– – 0.11% 132
2021
Q3 		$243K Buy
8,385
+300
+4% +$8.96K 0.12% 128
2021
Q2 		$244K Hold
8,085
– – 0.12% 130
2021
Q1 		$234K Buy
8,085
+14
+0.2% +$405 0.12% 131
2020
Q4 		$223K Buy
+8,071
New +$209K 0.12% 134
2020
Q1 		– Sell
-7,792
Closed -$201K – 137
2019
Q4 		$201K Buy
+7,792
New +$195K 0.12% 154

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WC
Wealth CMT Cherry Hill, New Jersey $66.2M AUM 8.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bigelow Investment Advisors's CWI Position: Q3 2022 in Review

Bigelow Investment Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2022, closing a stake of 9,165 shares — an estimated $218K sold.

Bigelow Investment Advisors first reported a position in CWI in Q4 2019 and held it in 8 quarters. The position peaked at $246K in Q4 2021. 179 funds tracked by Wall St. Rank hold CWI as of Q3 2022.

  • Bigelow Investment Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2022 after selling out during the quarter.
  • Bigelow Investment Advisors sold 9,165 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2022, an estimated $218K.
  • Bigelow Investment Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2019 and held it in 8 quarters.
  • Bigelow Investment Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $246K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2022.

Based on Bigelow Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.