Paces Ferry Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Paces Ferry Wealth 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
2022 Q2	–	Sell	-1,983	Closed	-$233K	–	114
2022 Q1	$233K	Buy	1,983 +9	+0.5%	+$1.02K	0.19%	104
2021 Q4	$241K	Sell	1,974 -428	-18%	-$49.3K	0.17%	101
2021 Q3	$253K	Buy	2,402 +17	+0.7%	+$1.86K	0.2%	99
2021 Q2	$250K	Buy	2,385 +15	+0.6%	+$1.54K	0.19%	106
2021 Q1	$224K	Buy	2,370 +19	+0.8%	+$1.72K	0.19%	110
2020 Q4	$204K	Sell	2,351 -17	-0.7%	-$1.42K	0.19%	110
2020 Q3	$185K	Buy	+2,368	New	+$188K	0.16%	110

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Paces Ferry Wealth Advisors's RWR Position: Q2 2022 in Review

Paces Ferry Wealth Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2022, closing a stake of 1,983 shares — an estimated $233K sold.

Paces Ferry Wealth Advisors first reported a position in RWR in Q3 2020 and held it in 7 quarters. The position peaked at $253K in Q3 2021. 268 funds tracked by Wall St. Rank hold RWR as of Q2 2022.

Paces Ferry Wealth Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2022 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 1,983 State Street SPDR Dow Jones REIT ETF shares in Q2 2022, an estimated $233K.
Paces Ferry Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2020 and held it in 7 quarters.
Paces Ferry Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $253K in Q3 2021.
268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2022.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.