Sonora Investment Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Sonora Investment Management’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
2021 Q2	–	Sell	-126	Closed	-$12K	–	1056
2021 Q1	$12K	Hold	126	–	–	﹤0.01%	1168
2020 Q4	$11K	Hold	126	–	–	﹤0.01%	1172
2020 Q3	$10K	Buy	+126	New	+$10K	﹤0.01%	1215
2019 Q4	–	Sell	-260	Closed	-$27K	–	1723
2019 Q3	$27K	Buy	+260	New	+$26.5K	﹤0.01%	708
2017 Q3	–	Sell	-71	Closed	-$6.6K	–	1218
2017 Q2	$6.6K	Buy	+71	New	+$6.6K	﹤0.01%	795

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sonora Investment Management's RWR Position: Q2 2021 in Review

Sonora Investment Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2021, closing a stake of 126 shares — an estimated $12K sold.

Sonora Investment Management first reported a position in RWR in Q2 2017 and held it in 5 quarters. The position peaked at $27K in Q3 2019. 235 funds tracked by Wall St. Rank hold RWR as of Q2 2021.

Sonora Investment Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2021 after selling out during the quarter.
Sonora Investment Management sold 126 State Street SPDR Dow Jones REIT ETF shares in Q2 2021, an estimated $12K.
Sonora Investment Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2017 and held it in 5 quarters.
Sonora Investment Management's State Street SPDR Dow Jones REIT ETF position peaked at $27K in Q3 2019.
235 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.