Nordwand Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Nordwand 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
2023 Q3	–	Sell	-651	Closed	-$58.9K	–	128
2023 Q2	$58.9K	Hold	651	–	–	0.01%	59
2023 Q1	$57.8K	Buy	+651	New	+$59.5K	0.01%	60

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nordwand Advisors's RWR Position: Q3 2023 in Review

Nordwand Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2023, closing a stake of 651 shares — an estimated $58.9K sold.

Nordwand Advisors first reported a position in RWR in Q1 2023 and held it in 2 quarters. The position peaked at $58.9K in Q2 2023. 238 funds tracked by Wall St. Rank hold RWR as of Q3 2023.

Nordwand Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2023 after selling out during the quarter.
Nordwand Advisors sold 651 State Street SPDR Dow Jones REIT ETF shares in Q3 2023, an estimated $58.9K.
Nordwand Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2023 and held it in 2 quarters.
Nordwand Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $58.9K in Q2 2023.
238 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2023.

Based on Nordwand Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.