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FPFS
First Personal Financial Services’s
State Street SPDR Dow Jones REIT ETF
RWR
Stock Holding History
First Personal Financial Services’s Portfolio
RWR Stock Details
RWR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-202
Closed
-$19.3K
–
402
2023
Q4
$19.3K
Hold
202
–
–
﹤0.01%
264
2023
Q3
$16.8K
Hold
202
–
–
﹤0.01%
277
2023
Q2
$18.3K
Hold
202
–
–
﹤0.01%
276
2023
Q1
$17.9K
Hold
202
–
–
﹤0.01%
288
2022
Q4
$17.6K
Hold
202
–
–
﹤0.01%
295
2022
Q3
$17K
Hold
202
–
–
﹤0.01%
301
2022
Q2
$19K
Hold
202
–
–
0.01%
239
2022
Q1
$24K
Hold
202
–
–
0.01%
237
2021
Q4
$25K
Hold
202
–
–
0.01%
239
2021
Q3
$21K
Hold
202
–
–
0.01%
245
2021
Q2
$21K
Hold
202
–
–
0.01%
251
2021
Q1
$19K
Hold
202
–
–
0.01%
246
2020
Q4
$18K
Hold
202
–
–
0.01%
247
2020
Q3
$16K
Hold
202
–
–
0.01%
245
2020
Q2
$16K
Hold
202
–
–
0.01%
243
2020
Q1
$15K
Hold
202
–
–
0.01%
232
2019
Q4
$21K
Buy
+202
New
+$20.9K
0.01%
245
2018
Q4
–
Sell
-59
Closed
-$6K
–
682
2018
Q3
$6K
Buy
+59
New
+$5.6K
﹤0.01%
574
2016
Q4
–
Sell
-21,411
Closed
-$2.08M
–
940
2016
Q3
$2.08M
Buy
21,411
+13,314
+164%
+$1.34M
0.61%
62
2016
Q2
$805K
Buy
8,097
+3,934
+94%
+$373K
0.27%
85
2016
Q1
$396K
Buy
+4,163
New
+$370K
0.2%
96
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$757B AUM
28.64%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Sign up
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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
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