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
Search
Sign in
Sign up
DBRC
D.B. Root & Company’s
State Street SPDR Dow Jones International Real Estate ETF
RWX
Stock Holding History
D.B. Root & Company’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
2021
Q4
–
Sell
-7,191
Closed
-$255K
–
198
2021
Q3
$255K
Buy
7,191
+54
+0.8%
+$2.02K
0.1%
172
2021
Q2
$262K
Buy
7,137
+54
+0.8%
+$1.98K
0.1%
182
2021
Q1
$244K
Sell
7,083
-113
-2%
-$3.86K
0.1%
185
2020
Q4
$245K
Buy
7,196
+48
+0.7%
+$1.52K
0.1%
182
2020
Q3
$212K
Buy
7,148
+65
+0.9%
+$1.94K
0.09%
192
2020
Q2
$204K
Buy
+7,083
New
+$200K
0.09%
189
2020
Q1
–
Sell
-6,957
Closed
-$269K
–
198
2019
Q4
$269K
Buy
6,957
+234
+3%
+$9.42K
0.12%
171
2019
Q3
$265K
Buy
6,723
+62
+0.9%
+$2.41K
0.12%
170
2019
Q2
$258K
Sell
6,661
-71
-1%
-$2.76K
0.11%
177
2019
Q1
$264K
Buy
6,732
+198
+3%
+$7.55K
0.11%
182
2018
Q4
$231K
Buy
6,534
+68
+1%
+$2.51K
0.11%
170
2018
Q3
$247K
Buy
6,466
+96
+2%
+$3.75K
0.11%
186
2018
Q2
$249K
Sell
6,370
-99
-2%
-$3.97K
0.12%
183
2018
Q1
$259K
Buy
+6,469
New
+$261K
0.14%
166
Other funds holding RWX
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
MFM
MD Financial Management
Ottawa, Ontario, Canada
$4.15B AUM
11.74%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
D.E. Shaw & Co
New York
$166B AUM
43.98%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close