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

Phoenix 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
2021 Q4	–	Sell	-625	Closed	-$66K	–	312
2021 Q3	$66K	Hold	625	–	–	0.05%	175
2021 Q2	$67K	Hold	625	–	–	0.05%	170
2021 Q1	$60K	Hold	625	–	–	0.05%	178
2020 Q4	$54K	Buy	+625	New	+$52.2K	0.04%	185

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Phoenix Wealth Advisors's RWR Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2021, closing a stake of 625 shares — an estimated $66K sold.

Phoenix Wealth Advisors first reported a position in RWR in Q4 2020 and held it in 4 quarters. The position peaked at $67K in Q2 2021. 278 funds tracked by Wall St. Rank hold RWR as of Q4 2021.

Phoenix Wealth Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 625 State Street SPDR Dow Jones REIT ETF shares in Q4 2021, an estimated $66K.
Phoenix Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $67K in Q2 2021.
278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.