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Patriot Financial Group Insurance Agency’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-282
Closed -$8K – 1644
2022
Q2 		$8K Buy
282
+219
+348% +$6.84K ﹤0.01% 1347
2022
Q1 		$2K Hold
63
– – ﹤0.01% 1880
2021
Q4 		$2K Sell
63
-3
-5% -$108 ﹤0.01% 1967
2021
Q3 		$2K Hold
66
– – ﹤0.01% 1972
2021
Q2 		$2K Sell
66
-174
-73% -$6.38K ﹤0.01% 1906
2021
Q1 		$8K Sell
240
-63
-21% -$2.15K ﹤0.01% 1437
2020
Q4 		$10K Sell
303
-42
-12% -$1.33K ﹤0.01% 1234
2020
Q3 		$10K Hold
345
– – ﹤0.01% 1044
2020
Q2 		$10K Hold
345
– – ﹤0.01% 985
2020
Q1 		$9K Sell
345
-942
-73% -$33.4K ﹤0.01% 896
2019
Q4 		$50K Buy
1,287
+510
+66% +$20.5K 0.02% 478
2019
Q3 		$31K Buy
777
+281
+57% +$10.9K 0.01% 537
2019
Q2 		$19K Hold
496
– – 0.01% 661
2019
Q1 		$19K Hold
496
– – 0.01% 565
2018
Q4 		$18K Hold
496
– – 0.01% 504
2018
Q3 		$19K Sell
496
-1
-0.2% -$39 0.01% 494
2018
Q2 		$19K Buy
497
+5
+1% +$201 0.02% 301
2018
Q1 		$20K Buy
492
+2
+0.4% +$81 0.01% 473
2017
Q4 		$20K Buy
+490
New +$19.1K 0.02% 460

Other funds holding RWX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2022, closing a stake of 282 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in RWX in Q4 2017 and held it in 19 quarters. The position peaked at $50K in Q4 2019. 150 funds tracked by Wall St. Rank hold RWX as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 282 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2022, an estimated $8K.
  • Patriot Financial Group Insurance Agency first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2017 and held it in 19 quarters.
  • Patriot Financial Group Insurance Agency's State Street SPDR Dow Jones International Real Estate ETF position peaked at $50K in Q4 2019.
  • 150 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2022.

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