Robertson Stephens Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-2,526
Closed -$224K – 450
2023
Q1
$224K Buy
+2,526
New +$231K 0.02% 409

Other funds holding RWR

Robertson Stephens Wealth Management's RWR Position: Q2 2023 in Review

Robertson Stephens Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2023, closing a stake of 2,526 shares — an estimated $224K sold.

Robertson Stephens Wealth Management first reported a position in RWR in Q1 2023 and held it in 1 quarter. The position peaked at $224K in Q1 2023. 236 funds tracked by Wall St. Rank hold RWR as of Q2 2023.

  • Robertson Stephens Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,526 State Street SPDR Dow Jones REIT ETF shares in Q2 2023, an estimated $224K.
  • Robertson Stephens Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2023 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $224K in Q1 2023.
  • 236 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.