Lenox Wealth Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Lenox Wealth Advisors’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
2021 Q4	–	Sell	-376	Closed	-$19K	–	1000
2021 Q3	$19K	Hold	376	–	–	﹤0.01%	366
2021 Q2	$19K	Hold	376	–	–	﹤0.01%	369
2021 Q1	$18K	Buy	+376	New	+$17.2K	﹤0.01%	330
2020 Q3	–	Sell	-83	Closed	-$3K	–	635
2020 Q2	$3K	Buy	+83	New	+$3.17K	﹤0.01%	493

Other funds holding RWO

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lenox Wealth Advisors's RWO Position: Q4 2021 in Review

Lenox Wealth Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2021, closing a stake of 376 shares — an estimated $19K sold.

Lenox Wealth Advisors first reported a position in RWO in Q2 2020 and held it in 4 quarters. The position peaked at $19K in Q3 2021. 257 funds tracked by Wall St. Rank hold RWO as of Q4 2021.

Lenox Wealth Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 376 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2021, an estimated $19K.
Lenox Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2020 and held it in 4 quarters.
Lenox Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $19K in Q3 2021.
257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2021.

Based on Lenox Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.