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Regent Peak Wealth Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Regent Peak Wealth Advisors’s Portfolio DWX Stock Details DWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,400
Closed -$88K – 370
2020
Q4 		$88K Buy
+2,400
New +$84.5K 0.03% 235

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Regent Peak Wealth Advisors's DWX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2021, closing a stake of 2,400 shares — an estimated $88K sold.

Regent Peak Wealth Advisors first reported a position in DWX in Q4 2020 and held it in 1 quarter. The position peaked at $88K in Q4 2020. 139 funds tracked by Wall St. Rank hold DWX as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 2,400 State Street SPDR S&P International Dividend ETF shares in Q1 2021, an estimated $88K.
  • Regent Peak Wealth Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's State Street SPDR S&P International Dividend ETF position peaked at $88K in Q4 2020.
  • 139 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.