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

Kingsview Wealth Management’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
2024
Q1 		– Sell
-49,155
Closed -$1.34M – 1060
2023
Q4 		$1.34M Buy
+49,155
New +$1.21M 0.04% 381

Other funds holding RWX

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Kingsview Wealth Management's RWX Position: Q1 2024 in Review

Kingsview Wealth Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2024, closing a stake of 49,155 shares — an estimated $1.34M sold.

Kingsview Wealth Management first reported a position in RWX in Q4 2023 and held it in 1 quarter. The position peaked at $1.34M in Q4 2023. 133 funds tracked by Wall St. Rank hold RWX as of Q1 2024.

  • Kingsview Wealth Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 49,155 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2024, an estimated $1.34M.
  • Kingsview Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.34M in Q4 2023.
  • 133 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.