Walkner Condon Financial Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Walkner Condon Financial Advisors’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
2020 Q4	–	Sell	-12,350	Closed	-$367K	–	144
2020 Q3	$367K	Sell	12,350 -15,308	-55%	-$458K	0.2%	84
2020 Q2	$797K	Sell	27,658 -933	-3%	-$26.4K	0.7%	24
2020 Q1	$765K	Buy	28,591 +9,011	+46%	+$320K	0.82%	20
2019 Q4	$760K	Buy	+19,580	New	+$788K	0.73%	28

Other funds holding RWX

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

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

MFM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Walkner Condon Financial Advisors's RWX Position: Q4 2020 in Review

Walkner Condon Financial Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2020, closing a stake of 12,350 shares — an estimated $367K sold.

Walkner Condon Financial Advisors first reported a position in RWX in Q4 2019 and held it in 4 quarters. The position peaked at $797K in Q2 2020. 169 funds tracked by Wall St. Rank hold RWX as of Q4 2020.

Walkner Condon Financial Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2020 after selling out during the quarter.
Walkner Condon Financial Advisors sold 12,350 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2020, an estimated $367K.
Walkner Condon Financial Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2019 and held it in 4 quarters.
Walkner Condon Financial Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $797K in Q2 2020.
169 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2020.

Based on Walkner Condon Financial Advisors's 13F filing for Q4 2020, filed 12 Jan 2021.