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WealthShield Partners’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

WealthShield Partners’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
-455
Closed -$14K – 384
2020
Q3 		$14K Buy
+455
New +$13.6K ﹤0.01% 342

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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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

WealthShield Partners's RWX Position: Q4 2020 in Review

WealthShield Partners sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2020, closing a stake of 455 shares — an estimated $14K sold.

WealthShield Partners first reported a position in RWX in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 169 funds tracked by Wall St. Rank hold RWX as of Q4 2020.

  • WealthShield Partners reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • WealthShield Partners sold 455 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2020, an estimated $14K.
  • WealthShield Partners first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2020 and held it in 1 quarter.
  • WealthShield Partners's State Street SPDR Dow Jones International Real Estate ETF position peaked at $14K in Q3 2020.
  • 169 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2020.

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