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Walkner Condon Financial Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Walkner Condon Financial Advisors’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
-3,553
Closed -$336K – 176
2021
Q1 		$336K Buy
+3,553
New +$322K 0.13% 124

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Walkner Condon Financial Advisors's RWR Position: Q2 2021 in Review

Walkner Condon Financial Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2021, closing a stake of 3,553 shares — an estimated $336K sold.

Walkner Condon Financial Advisors first reported a position in RWR in Q1 2021 and held it in 1 quarter. The position peaked at $336K in Q1 2021. 235 funds tracked by Wall St. Rank hold RWR as of Q2 2021.

  • Walkner Condon Financial Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2021 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 3,553 State Street SPDR Dow Jones REIT ETF shares in Q2 2021, an estimated $336K.
  • Walkner Condon Financial Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2021 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $336K in Q1 2021.
  • 235 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2021.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.