Parisi Gray Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Parisi Gray Wealth Management’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,107	Closed	-$57K	–	460
2021 Q2	$57K	Buy	+1,107	New	+$56.1K	0.02%	284
2019 Q2	–	Sell	-1,095	Closed	-$55K	–	372
2019 Q1	$55K	Hold	1,095	–	–	0.04%	215
2018 Q4	$48K	Hold	1,095	–	–	0.03%	207
2018 Q3	$52K	Hold	1,095	–	–	0.03%	222
2018 Q2	$54K	Hold	1,095	–	–	0.04%	219
2018 Q1	$50K	Hold	1,095	–	–	0.04%	216
2017 Q4	$53K	Buy	+1,095	New	+$52.8K	0.04%	213

Other funds holding RWO

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Parisi Gray Wealth Management's RWO Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2021, closing a stake of 1,107 shares — an estimated $57K sold.

Parisi Gray Wealth Management first reported a position in RWO in Q4 2017 and held it in 7 quarters. The position peaked at $57K in Q2 2021. 235 funds tracked by Wall St. Rank hold RWO as of Q3 2021.

Parisi Gray Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 1,107 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2021, an estimated $57K.
Parisi Gray Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $57K in Q2 2021.
235 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.