Riverpoint Wealth Management Holdings’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Riverpoint Wealth Management Holdings’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	-48,895	Closed	-$1.79M	–	80
2020 Q4	$1.79M	Sell	48,895 -5,078	-9%	-$179K	0.56%	25
2020 Q3	$1.82M	Sell	53,973 -1,046	-2%	-$36K	0.66%	23
2020 Q2	$1.82M	Buy	55,019 +1,349	+3%	+$43.5K	0.71%	23
2020 Q1	$1.64M	Buy	53,670 +9,785	+22%	+$363K	0.8%	24
2019 Q4	$1.76M	Buy	+43,885	New	+$1.75M	0.7%	23

Other funds holding DWX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Riverpoint Wealth Management Holdings's DWX Position: Q1 2021 in Review

Riverpoint Wealth Management Holdings sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2021, closing a stake of 48,895 shares — an estimated $1.79M sold.

Riverpoint Wealth Management Holdings first reported a position in DWX in Q4 2019 and held it in 5 quarters. The position peaked at $1.82M in Q2 2020. 139 funds tracked by Wall St. Rank hold DWX as of Q1 2021.

Riverpoint Wealth Management Holdings reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2021 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 48,895 State Street SPDR S&P International Dividend ETF shares in Q1 2021, an estimated $1.79M.
Riverpoint Wealth Management Holdings first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2019 and held it in 5 quarters.
Riverpoint Wealth Management Holdings's State Street SPDR S&P International Dividend ETF position peaked at $1.82M in Q2 2020.
139 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2021, filed 4 May 2021.