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WIA
Wealthstreet Investment Advisors’s
State Street SPDR Dow Jones International Real Estate ETF
RWX
Stock Holding History
Wealthstreet Investment 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
2021
Q2
–
Sell
-18,000
Closed
-$620K
–
273
2021
Q1
$620K
Hold
18,000
–
–
0.06%
226
2020
Q4
$614K
Hold
18,000
–
–
0.06%
218
2020
Q3
$535K
Hold
18,000
–
–
0.06%
210
2020
Q2
$519K
Hold
18,000
–
–
0.06%
206
2020
Q1
$482K
Hold
18,000
–
–
0.07%
195
2019
Q4
$698K
Hold
18,000
–
–
0.08%
197
2019
Q3
$732K
Hold
18,000
–
–
0.09%
173
2019
Q2
$698K
Hold
18,000
–
–
0.09%
178
2019
Q1
$707K
Hold
18,000
–
–
0.09%
178
2018
Q4
$687K
Hold
18,000
–
–
0.1%
179
2018
Q3
$689K
Hold
18,000
–
–
0.09%
206
2018
Q2
$705K
Hold
18,000
–
–
0.09%
194
2018
Q1
$720K
Sell
18,000
-300
-2%
-$12.1K
0.09%
192
2017
Q4
$741K
Buy
+18,300
New
+$714K
0.09%
187
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$501B AUM
22.01%
1-Year Est. Return
MFM
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Ottawa, Ontario, Canada
$4.15B AUM
11.74%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam, Netherlands
$11.4B AUM
16.77%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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