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CIAS
CFS Investment Advisory Services’s
State Street SPDR Dow Jones Global Real Estate ETF
RWO
Stock Holding History
CFS Investment Advisory Services’s Portfolio
RWO Stock Details
RWO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-6,579
Closed
-$282K
–
277
2024
Q1
$282K
Buy
6,579
+1,325
+25%
+$56K
0.05%
140
2023
Q4
$230K
Sell
5,254
-678
-11%
-$26.8K
0.04%
142
2023
Q3
$227K
Sell
5,932
-126
-2%
-$5.17K
0.04%
156
2023
Q2
$249K
Buy
6,058
+10
+0.2%
+$409
0.03%
222
2023
Q1
$249K
Sell
6,048
-546
-8%
-$23.2K
0.05%
129
2022
Q4
$270K
Sell
6,594
-253,693
-97%
-$10.3M
0.06%
106
2022
Q3
$261K
Buy
260,287
+253,690
+3,846%
+$11.4M
0.06%
115
2022
Q2
$291K
Sell
6,597
-377,198
-98%
-$18.5M
0.04%
188
2022
Q1
$7K
Buy
383,795
+376,753
+5,350%
+$19.9M
0.03%
185
2021
Q4
$374K
Buy
7,042
+84
+1%
+$4.57K
0.05%
180
2021
Q3
$355K
Buy
+6,958
New
+$371K
0.05%
175
2020
Q4
$696K
Buy
+15,651
New
+$660K
0.11%
132
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1-Year Est. Return
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1-Year Est. Return
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$192B AUM
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1-Year Est. Return
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$85.7B AUM
24.21%
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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