Pictet Asset Management (Switzerland)’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$217K	Buy	+2,400	New	+$212K	﹤0.01%	1673
2022 Q2	–	Sell	-2,400	Closed	-$282K	–	1670
2022 Q1	$282K	Hold	2,400	–	–	﹤0.01%	1392
2021 Q4	$293K	Hold	2,400	–	–	﹤0.01%	1407
2021 Q3	$253K	Buy	+2,400	New	+$263K	﹤0.01%	1497

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

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

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s RWR Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2023: 2,400 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1673 among its holdings. This is a return to the name: Pictet Asset Management (Switzerland) previously reported a position in RWR as recently as Q1 2022.

Pictet Asset Management (Switzerland) first reported a position in RWR in Q3 2021 and has held it in 4 quarters since. The position peaked at $293K in Q4 2021. 236 funds tracked by Wall St. Rank hold RWR as of Q2 2023.

Pictet Asset Management (Switzerland) held 2,400 shares of State Street SPDR Dow Jones REIT ETF worth $217K as of Q2 2023.
State Street SPDR Dow Jones REIT ETF was a new Pictet Asset Management (Switzerland) position in Q2 2023.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1673 holding.
Pictet Asset Management (Switzerland) first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2021 and has held it in 4 quarters since.
Pictet Asset Management (Switzerland)'s State Street SPDR Dow Jones REIT ETF position peaked at $293K in Q4 2021.
236 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.