RMR Wealth Builders’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

RMR Wealth Builders’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
2020 Q4	–	Sell	-21,096	Closed	-$1.65M	–	549
2020 Q3	$1.65M	Buy	+21,096	New	+$1.68M	0.43%	43

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

RMR Wealth Builders's RWR Position: Q4 2020 in Review

RMR Wealth Builders sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2020, closing a stake of 21,096 shares — an estimated $1.65M sold.

RMR Wealth Builders first reported a position in RWR in Q3 2020 and held it in 1 quarter. The position peaked at $1.65M in Q3 2020. 223 funds tracked by Wall St. Rank hold RWR as of Q4 2020.

RMR Wealth Builders reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2020 after selling out during the quarter.
RMR Wealth Builders sold 21,096 State Street SPDR Dow Jones REIT ETF shares in Q4 2020, an estimated $1.65M.
RMR Wealth Builders first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2020 and held it in 1 quarter.
RMR Wealth Builders's State Street SPDR Dow Jones REIT ETF position peaked at $1.65M in Q3 2020.
223 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2020.

Based on RMR Wealth Builders's 13F filing for Q4 2020, filed 9 Feb 2021.