TCI Wealth Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-168	Closed	-$6.92K	–	1835
2023 Q1	$6.92K	Hold	168	–	–	﹤0.01%	1311
2022 Q4	$6.87K	Hold	168	–	–	﹤0.01%	1322
2022 Q3	$6K	Hold	168	–	–	﹤0.01%	1370
2022 Q2	$7K	Hold	168	–	–	﹤0.01%	1278
2022 Q1	$9K	Hold	168	–	–	﹤0.01%	1185
2021 Q4	$9K	Sell	168 -122	-42%	-$6.63K	﹤0.01%	1277
2021 Q3	$15K	Buy	290 +122	+73%	+$6.51K	﹤0.01%	832
2021 Q2	$9K	Hold	168	–	–	﹤0.01%	1059
2021 Q1	$8K	Hold	168	–	–	﹤0.01%	1000
2020 Q4	$7K	Hold	168	–	–	﹤0.01%	768
2020 Q3	$7K	Hold	168	–	–	﹤0.01%	683
2020 Q2	$7K	Sell	168 -730	-81%	-$27.9K	﹤0.01%	666
2020 Q1	$32K	Hold	898	–	–	0.02%	382
2019 Q4	$46K	Hold	898	–	–	0.02%	402
2019 Q3	$47K	Buy	898 +730	+435%	+$37.1K	0.02%	345
2019 Q2	$8K	Hold	168	–	–	﹤0.01%	677
2019 Q1	$8K	Sell	168 -32	-16%	-$1.54K	﹤0.01%	681
2018 Q4	$9K	Hold	200	–	–	﹤0.01%	656
2018 Q3	$10K	Sell	200 -42	-17%	-$2.03K	﹤0.01%	637
2018 Q2	$12K	Sell	242 -38	-14%	-$1.79K	0.01%	612
2018 Q1	$13K	Hold	280	–	–	0.01%	572
2017 Q4	$14K	Buy	+280	New	+$13.5K	0.01%	570

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

HNB

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

TCI Wealth Advisors's RWO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2023, closing a stake of 168 shares — an estimated $6.92K sold.

TCI Wealth Advisors first reported a position in RWO in Q4 2017 and held it in 22 quarters. The position peaked at $47K in Q3 2019. 214 funds tracked by Wall St. Rank hold RWO as of Q2 2023.

TCI Wealth Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 168 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2023, an estimated $6.92K.
TCI Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and held it in 22 quarters.
TCI Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $47K in Q3 2019.
214 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.