Regent Peak Wealth Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Regent Peak Wealth Advisors’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,408	Closed	-$283K	–	172
2023 Q3	$283K	Hold	7,408	–	–	0.09%	113
2023 Q2	$304K	Sell	7,408 -1,184	-14%	-$48.4K	0.09%	105
2023 Q1	$354K	Buy	+8,592	New	+$365K	0.11%	95
2022 Q3	–	Sell	-5,142	Closed	-$226K	–	160
2022 Q2	$226K	Buy	+5,142	New	+$252K	0.07%	140
2021 Q1	–	Sell	-4,961	Closed	-$221K	–	817
2020 Q4	$221K	Sell	4,961 -917	-16%	-$38.7K	0.07%	133
2020 Q3	$232K	Sell	5,878 -464	-7%	-$18.6K	0.1%	113
2020 Q2	$248K	Sell	6,342 -438	-6%	-$16.7K	0.11%	102
2020 Q1	$244K	Sell	6,780 -1,539	-18%	-$73.1K	0.14%	96
2019 Q4	$428K	Buy	+8,319	New	+$433K	0.2%	80

Other funds holding RWO

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Regent Peak Wealth Advisors's RWO Position: Q4 2023 in Review

Regent Peak Wealth Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2023, closing a stake of 7,408 shares — an estimated $283K sold.

Regent Peak Wealth Advisors first reported a position in RWO in Q4 2019 and held it in 9 quarters. The position peaked at $428K in Q4 2019. 222 funds tracked by Wall St. Rank hold RWO as of Q4 2023.

Regent Peak Wealth Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Regent Peak Wealth Advisors sold 7,408 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2023, an estimated $283K.
Regent Peak Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and held it in 9 quarters.
Regent Peak Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $428K in Q4 2019.
222 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2023.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.