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Orion Portfolio Solutions’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Orion Portfolio Solutions’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-15
Closed – – 778
2020
Q2 		$0 Sell
15
-78
-84% -$1.67K ﹤0.01% 2217
2020
Q1 		$2K Hold
93
– – ﹤0.01% 1556
2019
Q4 		$2K Buy
+93
New +$2.33K ﹤0.01% 1494

Other funds holding CWI

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Orion Portfolio Solutions's CWI Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2020, closing a stake of 15 shares.

Orion Portfolio Solutions first reported a position in CWI in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 159 funds tracked by Wall St. Rank hold CWI as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 15 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's State Street SPDR MSCI ACWI ex-US ETF position peaked at $2K in Q1 2020.
  • 159 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.