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Fourpath Capital Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Fourpath Capital Management’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
2024
Q4 		– Sell
-1,960
Closed -$59.6K – 361
2024
Q3 		$59.6K Buy
+1,960
New +$56.9K 0.01% 321

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Fourpath Capital Management's CWI Position: Q4 2024 in Review

Fourpath Capital Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2024, closing a stake of 1,960 shares — an estimated $59.6K sold.

Fourpath Capital Management first reported a position in CWI in Q3 2024 and held it in 1 quarter. The position peaked at $59.6K in Q3 2024. 223 funds tracked by Wall St. Rank hold CWI as of Q4 2024.

  • Fourpath Capital Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 1,960 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2024, an estimated $59.6K.
  • Fourpath Capital Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $59.6K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.