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Global Wealth Strategies & Associates’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Global Wealth Strategies & Associates’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-45
Closed -$2.9K – 362
2022
Q4 		$2.9K Buy
+45
New +$2.93K ﹤0.01% 246

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Global Wealth Strategies & Associates's CWB Position: Q1 2023 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q1 2023, closing a stake of 45 shares — an estimated $2.9K sold.

Global Wealth Strategies & Associates first reported a position in CWB in Q4 2022 and held it in 1 quarter. The position peaked at $2.9K in Q4 2022. 437 funds tracked by Wall St. Rank hold CWB as of Q1 2023.

  • Global Wealth Strategies & Associates reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q1 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 45 State Street SPDR Bloomberg Convertible Securities ETF shares in Q1 2023, an estimated $2.9K.
  • Global Wealth Strategies & Associates first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2022 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $2.9K in Q4 2022.
  • 437 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2023, filed 3 Apr 2023.