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WR Wealth Planners’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

WR Wealth Planners’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-20
Closed -$1.54K – 527
2022
Q1 		$1.54K Buy
+20
New +$1.53K ﹤0.01% 445

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's CWB Position: Q2 2022 in Review

WR Wealth Planners sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2022, closing a stake of 20 shares — an estimated $1.54K sold.

WR Wealth Planners first reported a position in CWB in Q1 2022 and held it in 1 quarter. The position peaked at $1.54K in Q1 2022. 457 funds tracked by Wall St. Rank hold CWB as of Q2 2022.

  • WR Wealth Planners reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q2 2022 after selling out during the quarter.
  • WR Wealth Planners sold 20 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2022, an estimated $1.54K.
  • WR Wealth Planners first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2022 and held it in 1 quarter.
  • WR Wealth Planners's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $1.54K in Q1 2022.
  • 457 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2022.

Based on WR Wealth Planners's 13F filing for Q2 2022, filed 17 Oct 2024.