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CWA
Clarus Wealth Advisors’s
State Street SPDR Dow Jones Global Real Estate ETF
RWO
Stock Holding History
Clarus Wealth Advisors’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
2023
Q2
–
Sell
-8,614
Closed
-$354K
–
138
2023
Q1
$354K
Buy
8,614
+705
+9%
+$29.9K
0.22%
90
2022
Q4
$329K
Buy
7,909
+1,111
+16%
+$45K
0.22%
92
2022
Q3
$254K
Sell
6,798
-313
-4%
-$14K
0.18%
92
2022
Q2
$313K
Buy
7,111
+490
+7%
+$24K
0.22%
78
2022
Q1
$355K
Buy
6,621
+343
+5%
+$18.1K
0.22%
74
2021
Q4
$345K
Sell
6,278
-142
-2%
-$7.72K
0.2%
75
2021
Q3
$330K
Sell
6,420
-158
-2%
-$8.43K
0.2%
78
2021
Q2
$353K
Buy
6,578
+200
+3%
+$10.1K
0.22%
75
2021
Q1
$308K
Buy
6,378
+174
+3%
+$7.94K
0.19%
97
2020
Q4
$267K
Sell
6,204
-18
-0.3%
-$760
0.18%
103
2020
Q3
$254K
Buy
6,222
+316
+5%
+$12.6K
0.2%
101
2020
Q2
$230K
Sell
5,906
-1,305
-18%
-$49.9K
0.19%
109
2020
Q1
$237K
Buy
7,211
+273
+4%
+$13K
0.24%
101
2019
Q4
$353K
Sell
6,938
-765
-10%
-$39.8K
0.23%
99
2019
Q3
$399K
Buy
7,703
+562
+8%
+$28.5K
0.29%
80
2019
Q2
$356K
Buy
+7,141
New
+$357K
0.26%
69
Other funds holding RWO
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
GT
Glenmede Trust
Philadelphia, Pennsylvania
$20.4B AUM
HNB
Huntington National Bank
Columbus, Ohio
$18.1B AUM
24.69%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$192B AUM
27.2%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
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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