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IDA
Intelligence Driven Advisers’s
State Street SPDR Dow Jones Global Real Estate ETF
RWO
Stock Holding History
Intelligence Driven Advisers’s Portfolio
RWO Stock Details
RWO Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-4,691
Closed
-$246K
–
97
2021
Q4
$246K
Sell
4,691
-549
-10%
-$29.9K
0.05%
80
2021
Q3
$269K
Buy
5,240
+1,214
+30%
+$64.8K
0.06%
68
2021
Q2
$207K
Sell
4,026
-13,155
-77%
-$667K
0.04%
88
2021
Q1
$811K
Sell
17,181
-221
-1%
-$10.1K
0.18%
42
2020
Q4
$774K
Sell
17,402
-1,589
-8%
-$67.1K
0.17%
48
2020
Q3
$750K
Sell
18,991
-114,970
-86%
-$4.6M
0.18%
41
2020
Q2
$5.23M
Buy
133,961
+25,421
+23%
+$971K
1.85%
15
2020
Q1
$3.91M
Buy
108,540
+28,236
+35%
+$1.34M
1.81%
15
2019
Q4
$4.14M
Buy
80,304
+14,846
+23%
+$773K
1.88%
15
2019
Q3
$3.4M
Sell
65,458
-6,116
-9%
-$311K
1.61%
16
2019
Q2
$3.57M
Buy
71,574
+3,283
+5%
+$164K
1.7%
18
2019
Q1
$3.42M
Buy
68,291
+945
+1%
+$45.6K
1.87%
13
2018
Q4
$2.98M
Buy
+67,346
New
+$3.12M
1.89%
14
Other funds holding RWO
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$168B AUM
27.2%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
HNB
Huntington National Bank
Columbus, Ohio
$18.1B AUM
24.69%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
GT
Glenmede Trust
Philadelphia, Pennsylvania
$20.4B AUM
Manulife (Manufacturers Life Insurance)
Canada, Ontario, Canada
$116B AUM
26.37%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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