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Blue Trust Inc’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Blue Trust Inc’s Portfolio DWX Stock Details DWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,598
Closed -$55K – 2294
2022
Q3 		$55K Buy
+1,598
New +$53K ﹤0.01% 716

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Blue Trust Inc's DWX Position: Q4 2022 in Review

Blue Trust Inc sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2022, closing a stake of 1,598 shares — an estimated $55K sold.

Blue Trust Inc first reported a position in DWX in Q3 2022 and held it in 1 quarter. The position peaked at $55K in Q3 2022. 143 funds tracked by Wall St. Rank hold DWX as of Q4 2022.

  • Blue Trust Inc reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • Blue Trust Inc sold 1,598 State Street SPDR S&P International Dividend ETF shares in Q4 2022, an estimated $55K.
  • Blue Trust Inc first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2022 and held it in 1 quarter.
  • Blue Trust Inc's State Street SPDR S&P International Dividend ETF position peaked at $55K in Q3 2022.
  • 143 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2022.

Based on Blue Trust Inc's 13F filing for Q4 2022, filed 17 Jan 2023.