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BWA
BlueSky Wealth Advisors’s
State Street SPDR Dow Jones International Real Estate ETF
RWX
Stock Holding History
BlueSky Wealth Advisors’s Portfolio
RWX Stock Details
RWX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q2
–
Sell
-155,081
Closed
-$4.15M
–
55
2020
Q1
$4.15M
Sell
155,081
-10,629
-6%
-$377K
1.53%
15
2019
Q4
$6.37M
Buy
165,710
+4,308
+3%
+$173K
2.08%
15
2019
Q3
$6.42M
Buy
161,402
+323
+0.2%
+$12.6K
2.21%
15
2019
Q2
$6.24M
Buy
161,079
+7,458
+5%
+$289K
2.22%
15
2019
Q1
$5.95M
Buy
153,621
+3,634
+2%
+$139K
2.15%
15
2018
Q4
$5.62M
Sell
149,987
-13,771
-8%
-$508K
2.2%
15
2018
Q3
$6.1M
Buy
163,758
+801
+0.5%
+$31.3K
2.31%
15
2018
Q2
$6.38M
Buy
162,957
+2,255
+1%
+$90.5K
2.44%
15
2018
Q1
$6.43M
Buy
160,702
+12,113
+8%
+$488K
2.47%
14
2017
Q4
$6.02M
Buy
148,589
+4,617
+3%
+$180K
2.49%
14
2017
Q3
$5.53M
Buy
143,972
+6,685
+5%
+$259K
2.38%
15
2017
Q2
$5.23M
Buy
137,287
+7,940
+6%
+$307K
2.42%
15
2017
Q1
$4.84M
Buy
129,347
+9,119
+8%
+$338K
2.31%
15
2016
Q4
$4.34M
Buy
+120,228
New
+$4.58M
2.13%
16
Other funds holding RWX
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
M&T Bank
Buffalo, New York
$29.2B AUM
22.81%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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