Sargent Bickham Lagudis’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Sargent Bickham Lagudis’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
2020 Q1	–	Sell	-1,518	Closed	-$61K	–	806
2019 Q4	$61K	Hold	1,518	–	–	0.01%	346
2019 Q3	$59K	Hold	1,518	–	–	0.01%	324
2019 Q2	$60K	Hold	1,518	–	–	0.01%	339
2019 Q1	$58K	Buy	+1,518	New	+$56.4K	0.01%	356

Other funds holding DWX

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sargent Bickham Lagudis's DWX Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2020, closing a stake of 1,518 shares — an estimated $61K sold.

Sargent Bickham Lagudis first reported a position in DWX in Q1 2019 and held it in 4 quarters. The position peaked at $61K in Q4 2019. 143 funds tracked by Wall St. Rank hold DWX as of Q1 2020.

Sargent Bickham Lagudis reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 1,518 State Street SPDR S&P International Dividend ETF shares in Q1 2020, an estimated $61K.
Sargent Bickham Lagudis first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2019 and held it in 4 quarters.
Sargent Bickham Lagudis's State Street SPDR S&P International Dividend ETF position peaked at $61K in Q4 2019.
143 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.