Simplicity Solutions’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Simplicity Solutions’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,150	Closed	-$350K	–	715
2022 Q3	$350K	Sell	4,150 -15,006	-78%	-$1.46M	0.05%	407
2022 Q2	$1.82M	Buy	+19,156	New	+$2.03M	0.24%	102
2020 Q2	–	Sell	-4,255	Closed	-$307K	–	920
2020 Q1	$307K	Sell	4,255 -98	-2%	-$9.27K	0.01%	603
2019 Q4	$444K	Buy	+4,353	New	+$451K	0.01%	572
2019 Q2	–	Sell	-2,270	Closed	-$225K	–	827
2019 Q1	$225K	Sell	2,270 -2,279	-50%	-$216K	0.01%	646
2018 Q4	$391K	Buy	+4,549	New	+$416K	0.05%	368

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Solutions's RWR Position: Q4 2022 in Review

Simplicity Solutions sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2022, closing a stake of 4,150 shares — an estimated $350K sold.

Simplicity Solutions first reported a position in RWR in Q4 2018 and held it in 6 quarters. The position peaked at $1.82M in Q2 2022. 255 funds tracked by Wall St. Rank hold RWR as of Q4 2022.

Simplicity Solutions reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2022 after selling out during the quarter.
Simplicity Solutions sold 4,150 State Street SPDR Dow Jones REIT ETF shares in Q4 2022, an estimated $350K.
Simplicity Solutions first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and held it in 6 quarters.
Simplicity Solutions's State Street SPDR Dow Jones REIT ETF position peaked at $1.82M in Q2 2022.
255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2022.

Based on Simplicity Solutions's 13F filing for Q4 2022, filed 2 Feb 2023.