Heritage Wealth Management (Arizona)’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio RWX Stock Details RWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-58	Closed	-$2K	–	923
2021 Q2	$2K	Hold	58	–	–	﹤0.01%	840
2021 Q1	$2K	Buy	+58	New	+$1.98K	﹤0.01%	702

Other funds holding RWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s RWX Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2021, closing a stake of 58 shares — an estimated $2K sold.

Heritage Wealth Management (Arizona) first reported a position in RWX in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 172 funds tracked by Wall St. Rank hold RWX as of Q3 2021.

Heritage Wealth Management (Arizona) reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2021 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 58 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2021, an estimated $2K.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2021 and held it in 2 quarters.
Heritage Wealth Management (Arizona)'s State Street SPDR Dow Jones International Real Estate ETF position peaked at $2K in Q2 2021.
172 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.