Lake Point Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Lake Point Wealth Management’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 Q2	$7K	Hold	168	–	–	﹤0.01%	197
2022 Q1	$9K	Sell	168 -261	-61%	-$13.8K	﹤0.01%	181
2021 Q4	$24K	Sell	429 -212	-33%	-$11.5K	0.01%	109
2021 Q3	$33K	Sell	641 -1,721	-73%	-$91.8K	0.02%	79
2021 Q2	$122K	Buy	+2,362	New	+$120K	0.06%	38

Other funds holding RWO

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Lake Point Wealth Management's RWO Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2022 at 168 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Lake Point Wealth Management first reported a position in RWO in Q2 2021 and has held it in 5 quarters since. The position peaked at $122K in Q2 2021. 237 funds tracked by Wall St. Rank hold RWO as of Q2 2022.

Lake Point Wealth Management held 168 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $7K as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q2 2022.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #197 holding.
Lake Point Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2021 and has held it in 5 quarters since.
Lake Point Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $122K in Q2 2021.
237 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.