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Prime Capital Investment Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Prime Capital Investment Advisors’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
2024
Q3 		– Sell
-8,762
Closed -$248K – 935
2024
Q2 		$248K Sell
8,762
-11,485
-57% -$325K ﹤0.01% 787
2024
Q1 		$575K Buy
20,247
+1,052
+5% +$28.7K 0.01% 587
2023
Q4 		$519K Buy
+19,195
New +$489K 0.01% 561
2021
Q2 		– Sell
-1,676
Closed -$48K – 412
2021
Q1 		$48K Hold
1,676
– – ﹤0.01% 338
2020
Q4 		$46K Sell
1,676
-504
-23% -$13.1K ﹤0.01% 328
2020
Q3 		$52K Hold
2,180
– – ﹤0.01% 308
2020
Q2 		$49K Sell
2,180
-31,454
-94% -$673K ﹤0.01% 321
2020
Q1 		$663K Sell
33,634
-22,582
-40% -$532K 0.08% 134
2019
Q4 		$1.45M Sell
56,216
-5,330
-9% -$133K 0.17% 117
2019
Q3 		$1.48M Sell
61,546
-2,084
-3% -$49.8K 0.23% 106
2019
Q2 		$1.56M Buy
+63,630
New +$1.54M 0.28% 100
2018
Q3 		– Sell
-66
Closed -$2K – 272
2018
Q2 		$2K Buy
+66
New +$1.7K ﹤0.01% 321

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prime Capital Investment Advisors's CWI Position: Q3 2024 in Review

Prime Capital Investment Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2024, closing a stake of 8,762 shares — an estimated $248K sold.

Prime Capital Investment Advisors first reported a position in CWI in Q2 2018 and held it in 12 quarters. The position peaked at $1.56M in Q2 2019. 208 funds tracked by Wall St. Rank hold CWI as of Q3 2024.

  • Prime Capital Investment Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 8,762 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2024, an estimated $248K.
  • Prime Capital Investment Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2018 and held it in 12 quarters.
  • Prime Capital Investment Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.56M in Q2 2019.
  • 208 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.