Sargent Bickham Lagudis’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	–	Sell	-15	Closed	-$1K	–	1085
2022 Q3	$1K	Buy	15 +2	+15%	+$90	﹤0.01%	945
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	1014
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	931
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	929
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	917
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	898
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	901
2020 Q4	$1K	Buy	13 +1	+8%	+$42	﹤0.01%	843
2020 Q3	$0	Hold	12	–	–	﹤0.01%	828
2020 Q2	$0	Buy	12 +1	+9%	+$38	﹤0.01%	810
2020 Q1	$0	Buy	+11	New	+$523	﹤0.01%	891
2016 Q3	–	Sell	-685	Closed	-$34K	–	769
2016 Q2	$34K	Buy	+685	New	+$33.6K	0.01%	391

Other funds holding RWO

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Sargent Bickham Lagudis's RWO Position: Q4 2022 in Review

Sargent Bickham Lagudis sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2022, closing a stake of 15 shares — an estimated $1K sold.

Sargent Bickham Lagudis first reported a position in RWO in Q2 2016 and held it in 12 quarters. The position peaked at $34K in Q2 2016. 218 funds tracked by Wall St. Rank hold RWO as of Q4 2022.

Sargent Bickham Lagudis reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 15 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2022, an estimated $1K.
Sargent Bickham Lagudis first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2016 and held it in 12 quarters.
Sargent Bickham Lagudis's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $34K in Q2 2016.
218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.