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Tyler-Stone Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Tyler-Stone Wealth Management’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,600
Closed -$252K – 865
2022
Q2 		$252K Hold
10,600
– – 0.17% 124
2022
Q1 		$292K Hold
10,600
– – 0.16% 130
2021
Q4 		$311K Buy
+10,600
New +$313K 0.16% 123

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WC
Wealth CMT Cherry Hill, New Jersey $66.2M AUM 8.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Tyler-Stone Wealth Management's CWI Position: Q3 2022 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2022, closing a stake of 10,600 shares — an estimated $252K sold.

Tyler-Stone Wealth Management first reported a position in CWI in Q4 2021 and held it in 3 quarters. The position peaked at $311K in Q4 2021. 179 funds tracked by Wall St. Rank hold CWI as of Q3 2022.

  • Tyler-Stone Wealth Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 10,600 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2022, an estimated $252K.
  • Tyler-Stone Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2021 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $311K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.