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

Bison Wealth’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
Q2 		– Sell
-232
Closed -$13K – 358
2022
Q1 		$13K Buy
+232
New +$12.3K 0.01% 322
2021
Q4 		– Sell
-352
Closed -$18K – 448
2021
Q3 		$18K Hold
352
– – 0.01% 379
2021
Q2 		$18K Buy
+352
New +$17.8K 0.01% 375
2020
Q2 		– Sell
-10,799
Closed -$389K – 369
2020
Q1 		$389K Buy
+10,799
New +$513K 0.28% 102

Other funds holding RWO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM