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Federation des caisses Desjardins du Quebec’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Federation des caisses Desjardins du Quebec’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-271,847
Closed -$6.77M – 2393
2023
Q3 		$6.77M Hold
271,847
– – 0.07% 213
2023
Q2 		$7.1M Buy
+271,847
New +$7.06M 0.07% 216

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's CWI Position: Q4 2023 in Review

Federation des caisses Desjardins du Quebec sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2023, closing a stake of 271,847 shares — an estimated $6.77M sold.

Federation des caisses Desjardins du Quebec first reported a position in CWI in Q2 2023 and held it in 2 quarters. The position peaked at $7.1M in Q2 2023. 205 funds tracked by Wall St. Rank hold CWI as of Q4 2023.

  • Federation des caisses Desjardins du Quebec reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2023 after selling out during the quarter.
  • Federation des caisses Desjardins du Quebec sold 271,847 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2023, an estimated $6.77M.
  • Federation des caisses Desjardins du Quebec first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2023 and held it in 2 quarters.
  • Federation des caisses Desjardins du Quebec's State Street SPDR MSCI ACWI ex-US ETF position peaked at $7.1M in Q2 2023.
  • 205 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2023.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q4 2023, filed 15 Aug 2024.