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Regent Peak Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-272
Closed -$24K – 818
2020
Q4 		$24K Buy
+272
New +$22.7K 0.01% 427

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2021, closing a stake of 272 shares — an estimated $24K sold.

Regent Peak Wealth Advisors first reported a position in RWR in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 226 funds tracked by Wall St. Rank hold RWR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 272 State Street SPDR Dow Jones REIT ETF shares in Q1 2021, an estimated $24K.
  • Regent Peak Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $24K in Q4 2020.
  • 226 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2021.

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