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WIM
Westside Investment Management’s
State Street SPDR Dow Jones Global Real Estate ETF
RWO
Stock Holding History
Westside Investment Management’s Portfolio
RWO Stock Details
RWO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-655
Closed
-$26
–
852
2022
Q4
$26
Hold
655
–
–
﹤0.01%
502
2022
Q3
$25
Hold
655
–
–
﹤0.01%
490
2022
Q2
$28
Hold
655
–
–
﹤0.01%
473
2022
Q1
$35
Hold
655
–
–
﹤0.01%
457
2021
Q4
$37
Hold
655
–
–
﹤0.01%
432
2021
Q3
$33
Hold
655
–
–
﹤0.01%
427
2021
Q2
$33
Hold
655
–
–
﹤0.01%
416
2021
Q1
$30
Sell
655
-1,392
-68%
-$63.6K
﹤0.01%
416
2020
Q4
$91
Sell
2,047
-1,082
-35%
-$45.7K
﹤0.01%
302
2020
Q3
$123
Hold
3,129
–
–
﹤0.01%
286
2020
Q2
$122
Buy
3,129
+533
+21%
+$20.4K
﹤0.01%
262
2020
Q1
$93
Buy
+2,596
New
+$123K
﹤0.01%
283
2019
Q2
$130
Buy
+2,625
New
+$131K
﹤0.01%
224
2018
Q4
$121K
Hold
2,725
–
–
0.04%
198
2018
Q3
$129K
Hold
2,725
–
–
0.04%
183
2018
Q2
$130K
Hold
2,725
–
–
0.05%
196
2018
Q1
$125K
Sell
2,725
-133
-5%
-$6.2K
0.07%
197
2017
Q4
$139K
Hold
2,858
–
–
0.08%
188
2017
Q3
$136K
Hold
2,858
–
–
0.08%
172
2017
Q2
$134K
Hold
2,858
–
–
0.09%
166
2017
Q1
$135K
Buy
2,858
+465
+19%
+$21.9K
0.06%
161
2016
Q4
$112K
Buy
+2,393
New
+$111K
0.08%
131
Other funds holding RWO
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
GT
Glenmede Trust
Philadelphia, Pennsylvania
$20.4B AUM
HNB
Huntington National Bank
Columbus, Ohio
$18.1B AUM
24.69%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$192B AUM
27.2%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
MWM
Modera Wealth Management
Westwood, New Jersey
$8.34B AUM
19.68%
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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