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Carmel Capital Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Carmel Capital Partners’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-537
Closed -$44.5K – 578
2023
Q3 		$44.5K Buy
+537
New +$48.3K 0.02% 252

Other funds holding RWR

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Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carmel Capital Partners's RWR Position: Q4 2023 in Review

Carmel Capital Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2023, closing a stake of 537 shares — an estimated $44.5K sold.

Carmel Capital Partners first reported a position in RWR in Q3 2023 and held it in 1 quarter. The position peaked at $44.5K in Q3 2023. 268 funds tracked by Wall St. Rank hold RWR as of Q4 2023.

  • Carmel Capital Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 537 State Street SPDR Dow Jones REIT ETF shares in Q4 2023, an estimated $44.5K.
  • Carmel Capital Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's State Street SPDR Dow Jones REIT ETF position peaked at $44.5K in Q3 2023.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.