FPWM
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FSB Premier Wealth Management’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

FSB Premier Wealth Management’s Portfolio DWX Stock Details DWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-817
Closed -$31K – 247
2021
Q4 		$31K Buy
+817
New +$31.5K 0.01% 296

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FSB Premier Wealth Management's DWX Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2022, closing a stake of 817 shares — an estimated $31K sold.

FSB Premier Wealth Management first reported a position in DWX in Q4 2021 and held it in 1 quarter. The position peaked at $31K in Q4 2021. 149 funds tracked by Wall St. Rank hold DWX as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 817 State Street SPDR S&P International Dividend ETF shares in Q1 2022, an estimated $31K.
  • FSB Premier Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $31K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.