First Personal Financial Services’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

First Personal Financial Services’s Portfolio CWB Stock Details CWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-218	Closed	-$14K	–	403
2022 Q3	$14K	Buy	+218	New	+$14.7K	﹤0.01%	310

Other funds holding CWB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

First Personal Financial Services's CWB Position: Q4 2022 in Review

First Personal Financial Services sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2022, closing a stake of 218 shares — an estimated $14K sold.

First Personal Financial Services first reported a position in CWB in Q3 2022 and held it in 1 quarter. The position peaked at $14K in Q3 2022. 472 funds tracked by Wall St. Rank hold CWB as of Q4 2022.

First Personal Financial Services reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2022 after selling out during the quarter.
First Personal Financial Services sold 218 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2022, an estimated $14K.
First Personal Financial Services first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2022 and held it in 1 quarter.
First Personal Financial Services's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $14K in Q3 2022.
472 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2022.

Based on First Personal Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.