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WealthShield Partners’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

WealthShield Partners’s Portfolio GWX Stock Details GWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-517
Closed -$16K – 327
2020
Q3 		$16K Buy
+517
New +$15.2K 0.01% 337

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthShield Partners's GWX Position: Q4 2020 in Review

WealthShield Partners sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2020, closing a stake of 517 shares — an estimated $16K sold.

WealthShield Partners first reported a position in GWX in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 189 funds tracked by Wall St. Rank hold GWX as of Q4 2020.

  • WealthShield Partners reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2020 after selling out during the quarter.
  • WealthShield Partners sold 517 State Street SPDR S&P International Small Cap ETF shares in Q4 2020, an estimated $16K.
  • WealthShield Partners first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2020 and held it in 1 quarter.
  • WealthShield Partners's State Street SPDR S&P International Small Cap ETF position peaked at $16K in Q3 2020.
  • 189 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2020.

Based on WealthShield Partners's 13F filing for Q4 2020, filed 16 Feb 2021.