Foresight Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Foresight Wealth Management’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,979	Closed	-$202K	–	120
2019 Q4	$202K	Sell	1,979 -1,472	-43%	-$152K	0.12%	96
2019 Q3	$361K	Sell	3,451 -693	-17%	-$70.6K	0.26%	65
2019 Q2	$409K	Hold	4,144	–	–	0.31%	65
2019 Q1	$410K	Sell	4,144 -444	-10%	-$42.1K	0.36%	62
2018 Q4	$395K	Buy	+4,588	New	+$419K	0.42%	57

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Foresight Wealth Management's RWR Position: Q1 2020 in Review

Foresight Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2020, closing a stake of 1,979 shares — an estimated $202K sold.

Foresight Wealth Management first reported a position in RWR in Q4 2018 and held it in 5 quarters. The position peaked at $410K in Q1 2019. 219 funds tracked by Wall St. Rank hold RWR as of Q1 2020.

Foresight Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2020 after selling out during the quarter.
Foresight Wealth Management sold 1,979 State Street SPDR Dow Jones REIT ETF shares in Q1 2020, an estimated $202K.
Foresight Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and held it in 5 quarters.
Foresight Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $410K in Q1 2019.
219 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2020.

Based on Foresight Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.