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 Boston, Massachusetts $3.37T AUM 44.26% 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

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

HNB

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MWM

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Bison Wealth's RWO Position: Q2 2022 in Review

Bison Wealth sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2022, closing a stake of 232 shares — an estimated $13K sold.

Bison Wealth first reported a position in RWO in Q1 2020 and held it in 4 quarters. The position peaked at $389K in Q1 2020. 237 funds tracked by Wall St. Rank hold RWO as of Q2 2022.

Bison Wealth reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Bison Wealth sold 232 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2022, an estimated $13K.
Bison Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2020 and held it in 4 quarters.
Bison Wealth's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $389K in Q1 2020.
237 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2022.

Based on Bison Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.