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Richwood Investment Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Richwood Investment 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
2022
Q1 		– Sell
-47
Closed -$3K – 218
2021
Q4 		$3K Buy
+47
New +$2.56K ﹤0.01% 254

Other funds holding RWO

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Jones Financial Companies
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Richwood Investment Advisors's RWO Position: Q1 2022 in Review

Richwood Investment Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2022, closing a stake of 47 shares — an estimated $3K sold.

Richwood Investment Advisors first reported a position in RWO in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 243 funds tracked by Wall St. Rank hold RWO as of Q1 2022.

  • Richwood Investment Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 47 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2022, an estimated $3K.
  • Richwood Investment Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $3K in Q4 2021.
  • 243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.