VisionPoint Advisory Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

VisionPoint Advisory Group’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
2024 Q3	–	Sell	-184	Closed	-$7.64K	–	664
2024 Q2	$7.64K	Buy	184 +64	+53%	+$2.64K	﹤0.01%	517
2024 Q1	$5.14K	Buy	120 +55	+85%	+$2.32K	﹤0.01%	537
2023 Q4	$2.84K	Buy	65 +28	+76%	+$1.11K	﹤0.01%	572
2023 Q3	$1.41K	Buy	37 +13	+54%	+$533	﹤0.01%	602
2023 Q2	$986	Buy	+24	New	+$982	﹤0.01%	502

Other funds holding RWO

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HNB

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

VisionPoint Advisory Group's RWO Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2024, closing a stake of 184 shares — an estimated $7.64K sold.

VisionPoint Advisory Group first reported a position in RWO in Q2 2023 and held it in 5 quarters. The position peaked at $7.64K in Q2 2024. 210 funds tracked by Wall St. Rank hold RWO as of Q3 2024.

VisionPoint Advisory Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 184 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2024, an estimated $7.64K.
VisionPoint Advisory Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2023 and held it in 5 quarters.
VisionPoint Advisory Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $7.64K in Q2 2024.
210 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.