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Bison Wealth’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Bison Wealth’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
2020
Q2 		– Sell
-21
Closed -$1K – 370
2020
Q1 		$1K Buy
+21
New +$745 ﹤0.01% 328

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bison Wealth's RWX Position: Q2 2020 in Review

Bison Wealth sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2020, closing a stake of 21 shares — an estimated $1K sold.

Bison Wealth first reported a position in RWX in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 173 funds tracked by Wall St. Rank hold RWX as of Q2 2020.

  • Bison Wealth reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Bison Wealth sold 21 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2020, an estimated $1K.
  • Bison Wealth first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2020 and held it in 1 quarter.
  • Bison Wealth's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1K in Q1 2020.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2020.

Based on Bison Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.