Jim Simons
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Jim Simons’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Jim Simons’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-27,300
Closed -$773K – 3586
2024
Q2 		$773K Sell
27,300
-22,300
-45% -$632K ﹤0.01% 2468
2024
Q1 		$1.41M Buy
49,600
+19,400
+64% +$529K ﹤0.01% 2255
2023
Q4 		$817K Buy
30,200
+7,900
+35% +$201K ﹤0.01% 2534
2023
Q3 		$555K Sell
22,300
-27,800
-55% -$719K ﹤0.01% 2661
2023
Q2 		$1.31M Sell
50,100
-38,100
-43% -$990K ﹤0.01% 2289
2023
Q1 		$2.27M Buy
88,200
+67,400
+324% +$1.71M ﹤0.01% 1949
2022
Q4 		$500K Sell
20,800
-26,300
-56% -$612K ﹤0.01% 2948
2022
Q3 		$999K Buy
47,100
+9,800
+26% +$231K ﹤0.01% 2500
2022
Q2 		$887K Buy
+37,300
New +$952K ﹤0.01% 2791
2021
Q4 		– Sell
-11,110
Closed -$322K – 3950
2021
Q3 		$322K Buy
+11,110
New +$332K ﹤0.01% 3059
2021
Q1 		– Sell
-12,300
Closed -$340K – 3377
2020
Q4 		$340K Buy
12,300
+3,900
+46% +$101K ﹤0.01% 2989
2020
Q3 		$202K Buy
+8,400
New +$203K ﹤0.01% 3107
2019
Q2 		– Sell
-18,750
Closed -$453K – 3575
2019
Q1 		$453K Buy
18,750
+1,650
+10% +$38.7K ﹤0.01% 2959
2018
Q4 		$373K Buy
+17,100
New +$394K ﹤0.01% 2957

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jim Simons's CWI Position: Q3 2024 in Review

Jim Simons sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2024, closing a stake of 27,300 shares — an estimated $773K sold.

Jim Simons first reported a position in CWI in Q4 2018 and held it in 14 quarters. The position peaked at $2.27M in Q1 2023. 208 funds tracked by Wall St. Rank hold CWI as of Q3 2024.

  • Jim Simons reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2024 after selling out during the quarter.
  • Jim Simons sold 27,300 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2024, an estimated $773K.
  • Jim Simons first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2018 and held it in 14 quarters.
  • Jim Simons's State Street SPDR MSCI ACWI ex-US ETF position peaked at $2.27M in Q1 2023.
  • 208 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2024.

Based on Renaissance Technologies's 13F filing for Q3 2024, filed 13 Nov 2024.