Patriot Financial Group Insurance Agency’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-170	Closed	-$4K	–	733
2022 Q2	$4K	Buy	170 +3	+2%	+$77	﹤0.01%	1532
2022 Q1	$5K	Hold	167	–	–	﹤0.01%	1592
2021 Q4	$5K	Hold	167	–	–	﹤0.01%	1698
2021 Q3	$5K	Hold	167	–	–	﹤0.01%	1684
2021 Q2	$5K	Hold	167	–	–	﹤0.01%	1642
2021 Q1	$5K	Hold	167	–	–	﹤0.01%	1542
2020 Q4	$5K	Hold	167	–	–	﹤0.01%	1421
2020 Q3	$4K	Hold	167	–	–	﹤0.01%	1274
2020 Q2	$4K	Hold	167	–	–	﹤0.01%	1218
2020 Q1	$3K	Hold	167	–	–	﹤0.01%	1193
2019 Q4	$4K	Hold	167	–	–	﹤0.01%	1002
2019 Q3	$4K	Hold	167	–	–	﹤0.01%	970
2019 Q2	$4K	Buy	167 +2	+1%	+$48	﹤0.01%	979
2019 Q1	$4K	Hold	165	–	–	﹤0.01%	887
2018 Q4	$4K	Buy	165 +3	+2%	+$69	﹤0.01%	747
2018 Q3	$4K	Buy	+162	New	+$4.02K	﹤0.01%	769

Other funds holding CWI

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth CMT Cherry Hill, New Jersey $66.2M AUM 8.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CWI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2022, closing a stake of 170 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in CWI in Q3 2018 and held it in 16 quarters. The position peaked at $5K in Q1 2022. 179 funds tracked by Wall St. Rank hold CWI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 170 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2018 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR MSCI ACWI ex-US ETF position peaked at $5K in Q1 2022.
179 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.