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Orion Portfolio Solutions’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Orion Portfolio Solutions’s Portfolio RWX Stock Details RWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-43
Closed -$1K – 1720
2020
Q2 		$1K Hold
43
– – ﹤0.01% 2062
2020
Q1 		$1K Hold
43
– – ﹤0.01% 1796
2019
Q4 		$2K Buy
+43
New +$1.73K ﹤0.01% 1549

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2020, closing a stake of 43 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in RWX in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 167 funds tracked by Wall St. Rank hold RWX as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 43 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's State Street SPDR Dow Jones International Real Estate ETF position peaked at $2K in Q4 2019.
  • 167 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2020.

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