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Highline Wealth Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Highline Wealth Partners’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed -$133 – 630
2024
Q2 		$133 Sell
1
-144
-99% -$13.1K ﹤0.01% 559
2024
Q1 		$13.7K Buy
+145
New +$13.5K 0.01% 198

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Highline Wealth Partners's RWR Position: Q3 2024 in Review

Highline Wealth Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2024, closing a stake of 1 share — an estimated $133 sold.

Highline Wealth Partners first reported a position in RWR in Q1 2024 and held it in 2 quarters. The position peaked at $13.7K in Q1 2024. 256 funds tracked by Wall St. Rank hold RWR as of Q3 2024.

  • Highline Wealth Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Highline Wealth Partners sold 1 State Street SPDR Dow Jones REIT ETF share in Q3 2024, an estimated $133.
  • Highline Wealth Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2024 and held it in 2 quarters.
  • Highline Wealth Partners's State Street SPDR Dow Jones REIT ETF position peaked at $13.7K in Q1 2024.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2024.

Based on Highline Wealth Partners's 13F filing for Q3 2024, filed 25 Oct 2024.