Sugarloaf Wealth Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Sugarloaf Wealth Management’s Portfolio RWX Stock Details RWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,432	Closed	-$53K	–	799
2021 Q2	$53K	Hold	1,432	–	–	0.01%	261
2021 Q1	$49	Sell	1,432 -199	-12%	-$6.8K	0.01%	272
2020 Q4	$56K	Buy	1,631 +2	+0.1%	+$63	0.02%	241
2020 Q3	$48K	Buy	1,629 +47	+3%	+$1.41K	0.02%	242
2020 Q2	$46K	Sell	1,582 -52	-3%	-$1.47K	0.02%	249
2020 Q1	$44K	Sell	1,634 -110	-6%	-$3.9K	0.02%	237
2019 Q4	$68K	Buy	+1,744	New	+$70.2K	0.03%	221

Other funds holding RWX

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Sugarloaf Wealth Management's RWX Position: Q3 2021 in Review

Sugarloaf Wealth Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2021, closing a stake of 1,432 shares — an estimated $53K sold.

Sugarloaf Wealth Management first reported a position in RWX in Q4 2019 and held it in 7 quarters. The position peaked at $68K in Q4 2019. 172 funds tracked by Wall St. Rank hold RWX as of Q3 2021.

Sugarloaf Wealth Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 1,432 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2021, an estimated $53K.
Sugarloaf Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2019 and held it in 7 quarters.
Sugarloaf Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $68K in Q4 2019.
172 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.