RBC
CWI icon

Romano Brothers & Co’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Romano Brothers & Co’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,650
Closed -$39.7K – 448
2022
Q4 		$39.7K Buy
+1,650
New +$38.4K 0.01% 505

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Romano Brothers & Co's CWI Position: Q1 2023 in Review

Romano Brothers & Co sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2023, closing a stake of 1,650 shares — an estimated $39.7K sold.

Romano Brothers & Co first reported a position in CWI in Q4 2022 and held it in 1 quarter. The position peaked at $39.7K in Q4 2022. 197 funds tracked by Wall St. Rank hold CWI as of Q1 2023.

  • Romano Brothers & Co reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 1,650 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2023, an estimated $39.7K.
  • Romano Brothers & Co first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's State Street SPDR MSCI ACWI ex-US ETF position peaked at $39.7K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.