BRWM
RWT

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

B. Riley Wealth Management’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
2022
Q2 		– Sell
-11,969
Closed -$126K – 802
2022
Q1 		$126K Buy
11,969
+1,552
+15% +$17.7K 0.01% 587
2021
Q4 		$137K Buy
10,417
+161
+2% +$2.18K 0.01% 616
2021
Q3 		$132K Buy
+10,256
New +$125K 0.01% 599
2020
Q2 		– Sell
-20,344
Closed -$103K – 538
2020
Q1 		$103K Buy
+20,344
New +$303K 0.01% 477

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

B. Riley Wealth Management's RWT Position: Q2 2022 in Review

B. Riley Wealth Management sold out of Redwood Trust (RWT) in Q2 2022, closing a stake of 11,969 shares — an estimated $126K sold.

B. Riley Wealth Management first reported a position in RWT in Q1 2020 and held it in 4 quarters. The position peaked at $137K in Q4 2021. 208 funds tracked by Wall St. Rank hold RWT as of Q2 2022.

  • B. Riley Wealth Management reported no remaining Redwood Trust position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 11,969 Redwood Trust shares in Q2 2022, an estimated $126K.
  • B. Riley Wealth Management first reported a position in Redwood Trust in Q1 2020 and held it in 4 quarters.
  • B. Riley Wealth Management's Redwood Trust position peaked at $137K in Q4 2021.
  • 208 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.