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Safeguard Investment Advisory Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Safeguard Investment Advisory Group’s Portfolio RWO Stock Details RWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6
Closed – – 580
2020
Q4 		$0 Buy
+6
New +$253 ﹤0.01% 781

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SFA
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Bank of New York Mellon
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HSBC Holdings
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PSUF
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2021, closing a stake of 6 shares.

Safeguard Investment Advisory Group first reported a position in RWO in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 225 funds tracked by Wall St. Rank hold RWO as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 6 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $0 in Q4 2020.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2021.

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