Advisors Preferred’s Redwood Trust RWT Stock Holding History

Advisors Preferred’s Portfolio RWT Stock Details RWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-583,937	Closed	-$4.07M	–	289
2023 Q3	$4.07M	Buy	+583,937	New	+$4.3M	1.32%	19
2019 Q4	–	Sell	-13,168	Closed	-$216K	–	309
2019 Q3	$216K	Buy	+13,168	New	+$220K	0.05%	81

Other funds holding RWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Advisors Preferred's RWT Position: Q4 2023 in Review

Advisors Preferred sold out of Redwood Trust (RWT) in Q4 2023, closing a stake of 583,937 shares — an estimated $4.07M sold.

Advisors Preferred first reported a position in RWT in Q3 2019 and held it in 2 quarters. The position peaked at $4.07M in Q3 2023. 211 funds tracked by Wall St. Rank hold RWT as of Q4 2023.

Advisors Preferred reported no remaining Redwood Trust position as of Q4 2023 after selling out during the quarter.
Advisors Preferred sold 583,937 Redwood Trust shares in Q4 2023, an estimated $4.07M.
Advisors Preferred first reported a position in Redwood Trust in Q3 2019 and held it in 2 quarters.
Advisors Preferred's Redwood Trust position peaked at $4.07M in Q3 2023.
211 funds tracked by Wall St. Rank held Redwood Trust as of Q4 2023.

Based on Advisors Preferred's 13F filing for Q4 2023, filed 24 Jan 2024.