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Newbridge Financial Services Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Newbridge Financial Services Group’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
Q1 		– Sell
-37
Closed -$3.54K – 1274
2023
Q4 		$3.54K Hold
37
– – ﹤0.01% 903
2023
Q3 		$3.04K Buy
37
+1
+3% +$90 ﹤0.01% 1029
2023
Q2 		$3.28K Hold
36
– – ﹤0.01% 1076
2023
Q1 		$3.19K Hold
36
– – ﹤0.01% 1136
2022
Q4 		$3.11K Buy
36
+1
+3% +$88 ﹤0.01% 1147
2022
Q3 		$3K Hold
35
– – ﹤0.01% 1148
2022
Q2 		$3K Sell
35
-84
-71% -$8.89K ﹤0.01% 1130
2022
Q1 		$14K Hold
119
– – 0.01% 840
2021
Q4 		$15K Buy
119
+1
+0.8% +$115 0.01% 817
2021
Q3 		$12K Buy
118
+1
+0.9% +$110 0.01% 832
2021
Q2 		$12K Sell
117
-2
-2% -$205 0.01% 939
2021
Q1 		$11K Buy
119
+1
+0.8% +$91 0.01% 876
2020
Q4 		$10K Buy
118
+5
+4% +$418 0.01% 733
2020
Q3 		$9K Buy
+113
New +$8.99K 0.01% 708

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newbridge Financial Services Group's RWR Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2024, closing a stake of 37 shares — an estimated $3.54K sold.

Newbridge Financial Services Group first reported a position in RWR in Q3 2020 and held it in 14 quarters. The position peaked at $15K in Q4 2021. 247 funds tracked by Wall St. Rank hold RWR as of Q1 2024.

  • Newbridge Financial Services Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 37 State Street SPDR Dow Jones REIT ETF shares in Q1 2024, an estimated $3.54K.
  • Newbridge Financial Services Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2020 and held it in 14 quarters.
  • Newbridge Financial Services Group's State Street SPDR Dow Jones REIT ETF position peaked at $15K in Q4 2021.
  • 247 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.