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Evermay Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Evermay Wealth Management’s Portfolio RWO Stock Details RWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6
Closed -$250 – 624
2024
Q2 		$250 Buy
+6
New +$247 ﹤0.01% 585

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Bank of America
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GT
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evermay Wealth Management's RWO Position: Q3 2024 in Review

Evermay Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2024, closing a stake of 6 shares — an estimated $250 sold.

Evermay Wealth Management first reported a position in RWO in Q2 2024 and held it in 1 quarter. The position peaked at $250 in Q2 2024. 210 funds tracked by Wall St. Rank hold RWO as of Q3 2024.

  • Evermay Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 6 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2024, an estimated $250.
  • Evermay Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • Evermay Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $250 in Q2 2024.
  • 210 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.