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JWA
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
Shares
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
$530B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
IG
ING Group
Amsterdam, Netherlands
$16.4B AUM
34.6%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
M&T Bank
Buffalo, New York
$29.2B AUM
22.81%
1-Year Est. Return
D.E. Shaw & Co
New York
$166B AUM
43.98%
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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