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Safeguard Investment Advisory Group’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Safeguard Investment Advisory Group’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
-150
Closed -$5K – 239
2020
Q4 		$5K Buy
+150
New +$5.28K ﹤0.01% 525

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Safeguard Investment Advisory Group's DWX Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2021, closing a stake of 150 shares — an estimated $5K sold.

Safeguard Investment Advisory Group first reported a position in DWX in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 139 funds tracked by Wall St. Rank hold DWX as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 150 State Street SPDR S&P International Dividend ETF shares in Q1 2021, an estimated $5K.
  • Safeguard Investment Advisory Group first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's State Street SPDR S&P International Dividend ETF position peaked at $5K in Q4 2020.
  • 139 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.