BHWM
RWT

Beaird Harris Wealth Management’s Redwood Trust RWT Stock Holding History

Beaird Harris 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
Q1 		– Sell
-855
Closed -$11K – 698
2021
Q4 		$11K Buy
+855
New +$11.6K ﹤0.01% 395

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beaird Harris Wealth Management's RWT Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of Redwood Trust (RWT) in Q1 2022, closing a stake of 855 shares — an estimated $11K sold.

Beaird Harris Wealth Management first reported a position in RWT in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 223 funds tracked by Wall St. Rank hold RWT as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining Redwood Trust position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 855 Redwood Trust shares in Q1 2022, an estimated $11K.
  • Beaird Harris Wealth Management first reported a position in Redwood Trust in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Redwood Trust position peaked at $11K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Redwood Trust as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.