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

Prosperity Financial Group’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
2023
Q3 		– Sell
-8,795
Closed -$218K – 138
2023
Q2 		$218K Buy
+8,795
New +$231K 0.19% 113

Other funds holding RWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Prosperity Financial Group's RWX Position: Q3 2023 in Review

Prosperity Financial Group sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2023, closing a stake of 8,795 shares — an estimated $218K sold.

Prosperity Financial Group first reported a position in RWX in Q2 2023 and held it in 1 quarter. The position peaked at $218K in Q2 2023. 133 funds tracked by Wall St. Rank hold RWX as of Q3 2023.

  • Prosperity Financial Group reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Prosperity Financial Group sold 8,795 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2023, an estimated $218K.
  • Prosperity Financial Group first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2023 and held it in 1 quarter.
  • Prosperity Financial Group's State Street SPDR Dow Jones International Real Estate ETF position peaked at $218K in Q2 2023.
  • 133 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2023.

Based on Prosperity Financial Group's 13F filing for Q3 2023, filed 7 Nov 2023.