MPWT
CWB icon

MassMutual Private Wealth & Trust’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-60
Closed -$4K – 1653
2022
Q2 		$4K Hold
60
– – ﹤0.01% 948
2022
Q1 		$5K Buy
+60
New +$4.59K ﹤0.01% 913
2021
Q3 		– Sell
-576
Closed -$50K – 1280
2021
Q2 		$50K Buy
+576
New +$48.7K ﹤0.01% 475
2021
Q1 		– Sell
-198
Closed -$16K – 1118
2020
Q4 		$16K Buy
+198
New +$14.9K ﹤0.01% 550
2018
Q1 		– Sell
-180
Closed -$9.11K – 1003
2017
Q4 		$9.11K Buy
+180
New +$9.26K ﹤0.01% 620
2016
Q2 		– Sell
-316
Closed -$13.7K – 875
2016
Q1 		$13.7K Buy
+316
New +$13.1K ﹤0.01% 495

Other funds holding CWB

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return