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Concord Wealth Partners’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Concord Wealth Partners’s Portfolio RWX Stock Details RWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-73
Closed -$2K – 936
2022
Q2 		$2K Buy
+73
New +$2.28K ﹤0.01% 1058

Other funds holding RWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Concord Wealth Partners's RWX Position: Q3 2022 in Review

Concord Wealth Partners sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2022, closing a stake of 73 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in RWX in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 150 funds tracked by Wall St. Rank hold RWX as of Q3 2022.

  • Concord Wealth Partners reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 73 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2022 and held it in 1 quarter.
  • Concord Wealth Partners's State Street SPDR Dow Jones International Real Estate ETF position peaked at $2K in Q2 2022.
  • 150 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.