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FVWA
Foster Victor Wealth Advisors’s
State Street SPDR Dow Jones Global Real Estate ETF
RWO
Stock Holding History
Foster Victor Wealth Advisors’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
Q4
–
Sell
-86,656
Closed
-$3.98M
–
202
2024
Q3
$3.98M
Buy
+86,656
New
+$3.91M
0.32%
93
2024
Q1
–
Sell
-93,232
Closed
-$4.05M
–
178
2023
Q4
$4.05M
Buy
+93,232
New
+$3.68M
0.42%
74
2022
Q1
–
Sell
-86,577
Closed
-$4.76M
–
149
2021
Q4
$4.76M
Buy
86,577
+6,860
+9%
+$373K
0.65%
59
2021
Q3
$4.07M
Buy
79,717
+3,690
+5%
+$197K
0.65%
54
2021
Q2
$3.92M
Buy
+76,027
New
+$3.85M
0.65%
50
2019
Q4
–
Sell
-32,768
Closed
-$1.7M
–
117
2019
Q3
$1.7M
Buy
32,768
+28,176
+614%
+$1.43M
0.95%
32
2019
Q2
$234K
Buy
+4,592
New
+$229K
0.17%
83
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Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
HNB
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Columbus, Ohio
$18.1B AUM
24.69%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
GT
Glenmede Trust
Philadelphia, Pennsylvania
$20.4B AUM
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$168B AUM
27.2%
1-Year Est. Return
QC
Quent Capital
New York
$1.41B AUM
22.9%
1-Year Est. Return
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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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