Laurel Wealth Planning’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Laurel Wealth Planning’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-405	Closed	-$35.3K	–	167
2022 Q4	$35.3K	Hold	405	–	–	0.02%	112
2022 Q3	$34K	Hold	405	–	–	0.03%	109
2022 Q2	$39K	Hold	405	–	–	0.03%	113
2022 Q1	$48K	Hold	405	–	–	0.03%	123
2021 Q4	$49K	Hold	405	–	–	0.04%	89
2021 Q3	$43K	Buy	+405	New	+$44.4K	0.03%	91

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Laurel Wealth Planning's RWR Position: Q1 2023 in Review

Laurel Wealth Planning sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2023, closing a stake of 405 shares — an estimated $35.3K sold.

Laurel Wealth Planning first reported a position in RWR in Q3 2021 and held it in 6 quarters. The position peaked at $49K in Q4 2021. 244 funds tracked by Wall St. Rank hold RWR as of Q1 2023.

Laurel Wealth Planning reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 405 State Street SPDR Dow Jones REIT ETF shares in Q1 2023, an estimated $35.3K.
Laurel Wealth Planning first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2021 and held it in 6 quarters.
Laurel Wealth Planning's State Street SPDR Dow Jones REIT ETF position peaked at $49K in Q4 2021.
244 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.