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Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2024
Q3 		– Sell
-416
Closed -$40.9K – 592
2024
Q2 		$40.9K Buy
+416
New +$37.7K ﹤0.01% 412
2023
Q2 		– Sell
-1,618
Closed -$144K – 659
2023
Q1 		$144K Hold
1,618
– – ﹤0.01% 307
2022
Q4 		$141K Sell
1,618
-416
-20% -$36.4K ﹤0.01% 306
2022
Q3 		$171K Hold
2,034
– – ﹤0.01% 301
2022
Q2 		$193K Buy
2,034
+416
+26% +$44K ﹤0.01% 294
2022
Q1 		$190K Hold
1,618
– – ﹤0.01% 312
2021
Q4 		$198K Buy
+1,618
New +$186K ﹤0.01% 312
2021
Q3 		– Sell
-1,344
Closed -$141K – 906
2021
Q2 		$141K Buy
+1,344
New +$138K ﹤0.01% 361
2021
Q1 		– Sell
-982
Closed -$85K – 616
2020
Q4 		$85K Sell
982
-515
-34% -$43K ﹤0.01% 370
2020
Q3 		$117K Buy
1,497
+1,376
+1,137% +$109K ﹤0.01% 307
2020
Q2 		$9K Buy
+121
New +$9.27K ﹤0.01% 505
2019
Q3 		– Sell
-50
Closed -$5K – 726
2019
Q2 		$5K Hold
50
– – ﹤0.01% 616
2019
Q1 		$5K Buy
+50
New +$4.74K ﹤0.01% 595
2018
Q2 		– Sell
-513
Closed -$44K – 721
2018
Q1 		$44K Buy
+513
New +$44.5K ﹤0.01% 458
2014
Q3 		– Sell
-881
Closed -$73K – 613
2014
Q2 		$73K Hold
881
– – ﹤0.01% 390
2014
Q1 		$69K Sell
881
-619
-41% -$46.7K ﹤0.01% 384
2013
Q4 		$107K Buy
+1,500
New +$110K ﹤0.01% 323

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RWR Position: Q3 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2024, closing a stake of 416 shares — an estimated $40.9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RWR in Q4 2013 and held it in 17 quarters. The position peaked at $198K in Q4 2021. 256 funds tracked by Wall St. Rank hold RWR as of Q3 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 416 State Street SPDR Dow Jones REIT ETF shares in Q3 2024, an estimated $40.9K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2013 and held it in 17 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $198K in Q4 2021.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.