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WealthShield Partners’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

WealthShield Partners’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
2023
Q4 		– Sell
-37
Closed -$1.41K – 502
2023
Q3 		$1.41K Buy
+37
New +$1.52K ﹤0.01% 472

Other funds holding RWO

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Bank of New York Mellon
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HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthShield Partners's RWO Position: Q4 2023 in Review

WealthShield Partners sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2023, closing a stake of 37 shares — an estimated $1.41K sold.

WealthShield Partners first reported a position in RWO in Q3 2023 and held it in 1 quarter. The position peaked at $1.41K in Q3 2023. 223 funds tracked by Wall St. Rank hold RWO as of Q4 2023.

  • WealthShield Partners reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • WealthShield Partners sold 37 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2023, an estimated $1.41K.
  • WealthShield Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2023 and held it in 1 quarter.
  • WealthShield Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.41K in Q3 2023.
  • 223 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.