JFS Wealth Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

JFS Wealth Advisors’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
2022 Q1	–	Sell	-1,359	Closed	-$48K	–	1945
2021 Q4	$48K	Buy	+1,359	New	+$49K	﹤0.01%	430
2020 Q2	–	Sell	-240	Closed	-$6K	–	569
2020 Q1	$6K	Hold	240	–	–	﹤0.01%	382
2019 Q4	$9K	Hold	240	–	–	﹤0.01%	380
2019 Q3	$9K	Hold	240	–	–	﹤0.01%	377
2019 Q2	$9K	Hold	240	–	–	﹤0.01%	376
2019 Q1	$9K	Hold	240	–	–	﹤0.01%	367
2018 Q4	$8K	Hold	240	–	–	﹤0.01%	368
2018 Q3	$9K	Hold	240	–	–	﹤0.01%	418
2018 Q2	$9K	Sell	240 -138	-37%	-$5.54K	﹤0.01%	375
2018 Q1	$15K	Buy	378 +138	+58%	+$5.56K	﹤0.01%	342
2017 Q4	$10K	Hold	240	–	–	﹤0.01%	378
2017 Q3	$9K	Hold	240	–	–	﹤0.01%	372
2017 Q2	$9K	Hold	240	–	–	﹤0.01%	347
2017 Q1	$9K	Hold	240	–	–	﹤0.01%	360
2016 Q4	$9K	Hold	240	–	–	﹤0.01%	360
2016 Q3	$10K	Hold	240	–	–	﹤0.01%	382
2016 Q2	$10K	Hold	240	–	–	﹤0.01%	388
2016 Q1	$10K	Hold	240	–	–	﹤0.01%	395
2015 Q4	$9K	Buy	+240	New	+$9.67K	﹤0.01%	406

Other funds holding RWX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JFS Wealth Advisors's RWX Position: Q1 2022 in Review

JFS Wealth Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2022, closing a stake of 1,359 shares — an estimated $48K sold.

JFS Wealth Advisors first reported a position in RWX in Q4 2015 and held it in 19 quarters. The position peaked at $48K in Q4 2021. 165 funds tracked by Wall St. Rank hold RWX as of Q1 2022.

JFS Wealth Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2022 after selling out during the quarter.
JFS Wealth Advisors sold 1,359 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2022, an estimated $48K.
JFS Wealth Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2015 and held it in 19 quarters.
JFS Wealth Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $48K in Q4 2021.
165 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.