Ranch Capital Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Ranch Capital 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	-156	Closed	-$16K	–	489
2021 Q3	$16K	Hold	156	–	–	0.01%	410
2021 Q2	$16K	Sell	156 -21	-12%	-$2.15K	0.01%	534
2021 Q1	$16K	Hold	177	–	–	0.01%	516
2020 Q4	$15K	Hold	177	–	–	0.01%	546
2020 Q3	$13K	Hold	177	–	–	0.01%	572
2020 Q2	$14K	Hold	177	–	–	0.01%	570
2020 Q1	$12K	Sell	177 -203	-53%	-$19.2K	0.01%	556
2019 Q4	$39K	Buy	+380	New	+$39.3K	0.03%	382

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

Ranch Capital Advisors's RWR Position: Q4 2021 in Review

Ranch Capital Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2021, closing a stake of 156 shares — an estimated $16K sold.

Ranch Capital Advisors first reported a position in RWR in Q4 2019 and held it in 8 quarters. The position peaked at $39K in Q4 2019. 278 funds tracked by Wall St. Rank hold RWR as of Q4 2021.

Ranch Capital Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 156 State Street SPDR Dow Jones REIT ETF shares in Q4 2021, an estimated $16K.
Ranch Capital Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $39K in Q4 2019.
278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.