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

Lake Point 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
2022 Q2	$2K	Hold	56	–	–	﹤0.01%	332
2022 Q1	$2K	Hold	56	–	–	﹤0.01%	342
2021 Q4	$2K	Hold	56	–	–	﹤0.01%	345
2021 Q3	$2K	Hold	56	–	–	﹤0.01%	325
2021 Q2	$2K	Buy	+56	New	+$2.05K	﹤0.01%	342
2020 Q1	$1K	Hold	56	–	–	﹤0.01%	348
2019 Q4	$2K	Buy	+56	New	+$2.25K	﹤0.01%	506
2019 Q2	$29K	Hold	749	–	–	0.01%	208
2019 Q1	$29K	Sell	749 -20,284	-96%	-$773K	0.01%	208
2018 Q4	$743K	Buy	+21,033	New	+$775K	0.28%	63

Other funds holding RWX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 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 Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return