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West Wealth Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

West Wealth Group’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,652
Closed -$443K – 88
2023
Q4 		$443K Sell
4,652
-899
-16% -$77.3K 0.17% 47
2023
Q3 		$460K Sell
5,551
-170
-3% -$15.3K 0.2% 44
2023
Q2 		$517K Buy
5,721
+3,333
+140% +$294K 0.22% 36
2023
Q1 		$212K Buy
+2,388
New +$218K 0.1% 66

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

West Wealth Group's RWR Position: Q1 2024 in Review

West Wealth Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2024, closing a stake of 4,652 shares — an estimated $443K sold.

West Wealth Group first reported a position in RWR in Q1 2023 and held it in 4 quarters. The position peaked at $517K in Q2 2023. 247 funds tracked by Wall St. Rank hold RWR as of Q1 2024.

  • West Wealth Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2024 after selling out during the quarter.
  • West Wealth Group sold 4,652 State Street SPDR Dow Jones REIT ETF shares in Q1 2024, an estimated $443K.
  • West Wealth Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2023 and held it in 4 quarters.
  • West Wealth Group's State Street SPDR Dow Jones REIT ETF position peaked at $517K in Q2 2023.
  • 247 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2024.

Based on West Wealth Group's 13F filing for Q1 2024, filed 8 May 2024.