Atria Wealth Solutions’s Redwood Trust RWT Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-96,821	Closed	-$588K	–	1838
2025 Q1	$588K	Sell	96,821 -6,000	-6%	-$38.5K	0.01%	1126
2024 Q4	$671K	Sell	102,821 -2,700	-3%	-$19.4K	0.01%	1105
2024 Q3	$816K	Sell	105,521 -3,400	-3%	-$24.8K	0.01%	999
2024 Q2	$707K	Sell	108,921 -13,784	-11%	-$85.7K	0.01%	1055
2024 Q1	$782K	Sell	122,705 -3,464	-3%	-$22.6K	0.01%	1023
2023 Q4	$935K	Sell	126,169 -15,037	-11%	-$105K	0.01%	890
2023 Q3	$1.01M	Sell	141,206 -10,115	-7%	-$74.5K	0.01%	808
2023 Q2	$964K	Sell	151,321 -5,953	-4%	-$37.2K	0.01%	847
2023 Q1	$1.06M	Sell	157,274 -5,250	-3%	-$39.3K	0.02%	774
2022 Q4	$1.1M	Sell	162,524 -11,507	-7%	-$80.4K	0.02%	704
2022 Q3	$999K	Sell	174,031 -11,289	-6%	-$87.3K	0.02%	710
2022 Q2	$1.43M	Buy	185,320 +15,356	+9%	+$141K	0.03%	556
2022 Q1	$1.79M	Buy	+169,964	New	+$1.93M	0.03%	514

Other funds holding RWT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

Geode Capital Management

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors

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

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return