BRWA
RWT

B. Riley Wealth Advisors’s Redwood Trust RWT Stock Holding History

B. Riley Wealth Advisors’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
2024
Q2 		– Sell
-11,212
Closed -$79.9K – 1575
2024
Q1 		$79.9K Buy
11,212
+57
+0.5% +$372 ﹤0.01% 1376
2023
Q4 		$82.7K Sell
11,155
-57
-0.5% -$399 ﹤0.01% 1333
2023
Q3 		$79.9K Buy
11,212
+111
+1% +$817 ﹤0.01% 1376
2023
Q2 		$70.7K Sell
11,101
-584
-5% -$3.65K ﹤0.01% 1462
2023
Q1 		$78.8K Sell
11,685
-7,538
-39% -$56.5K ﹤0.01% 1407
2022
Q4 		$130K Sell
19,223
-14,366
-43% -$100K ﹤0.01% 1332
2022
Q3 		$193K Buy
33,589
+8,984
+37% +$69.5K 0.01% 1236
2022
Q2 		$190K Buy
24,605
+1,421
+6% +$13.1K 0.01% 1048
2022
Q1 		$245K Buy
23,184
+83
+0.4% +$945 0.01% 1111
2021
Q4 		$305K Buy
23,101
+5,000
+28% +$67.6K 0.01% 1064
2021
Q3 		$234K Sell
18,101
-4,011
-18% -$49.1K 0.01% 1168
2021
Q2 		$267K Buy
22,112
+3,000
+16% +$33.5K 0.01% 1088
2021
Q1 		$199K Buy
+19,112
New +$184K 0.01% 1198

Other funds holding RWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

B. Riley Wealth Advisors's RWT Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Redwood Trust (RWT) in Q2 2024, closing a stake of 11,212 shares — an estimated $79.9K sold.

B. Riley Wealth Advisors first reported a position in RWT in Q1 2021 and held it in 13 quarters. The position peaked at $305K in Q4 2021. 199 funds tracked by Wall St. Rank hold RWT as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Redwood Trust position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,212 Redwood Trust shares in Q2 2024, an estimated $79.9K.
  • B. Riley Wealth Advisors first reported a position in Redwood Trust in Q1 2021 and held it in 13 quarters.
  • B. Riley Wealth Advisors's Redwood Trust position peaked at $305K in Q4 2021.
  • 199 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.