BFC
RWT

Bedel Financial Consulting’s Redwood Trust RWT Stock Holding History

Bedel Financial Consulting’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
-2,882
Closed -$30K – 744
2022
Q1 		$30K Buy
2,882
+61
+2% +$694 0.01% 485
2021
Q4 		$37K Buy
2,821
+48
+2% +$649 0.01% 459
2021
Q3 		$36K Buy
2,773
+44
+2% +$538 0.01% 434
2021
Q2 		$33K Sell
2,729
-495
-15% -$5.52K 0.01% 457
2021
Q1 		$34K Buy
3,224
+48
+2% +$461 0.01% 434
2020
Q4 		$28K Buy
3,176
+50
+2% +$430 0.01% 401
2020
Q3 		$24K Buy
3,126
+57
+2% +$403 0.01% 401
2020
Q2 		$21K Buy
3,069
+235
+8% +$1.16K 0.01% 399
2020
Q1 		$14K Buy
2,834
+500
+21% +$7.44K 0.01% 430
2019
Q4 		$39K Buy
2,334
+41
+2% +$674 0.02% 321
2019
Q3 		$38K Buy
2,293
+41
+2% +$686 0.02% 314
2019
Q2 		$37K Buy
2,252
+41
+2% +$664 0.02% 319
2019
Q1 		$36K Buy
2,211
+40
+2% +$632 0.02% 318
2018
Q4 		$33K Buy
2,171
+43
+2% +$694 0.02% 300
2018
Q3 		$34K Buy
2,128
+38
+2% +$629 0.02% 317
2018
Q2 		$34K Buy
2,090
+37
+2% +$594 0.03% 306
2018
Q1 		$32K Buy
+2,053
New +$30.8K 0.02% 319

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

Bedel Financial Consulting's RWT Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Redwood Trust (RWT) in Q2 2022, closing a stake of 2,882 shares — an estimated $30K sold.

Bedel Financial Consulting first reported a position in RWT in Q1 2018 and held it in 17 quarters. The position peaked at $39K in Q4 2019. 208 funds tracked by Wall St. Rank hold RWT as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Redwood Trust position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 2,882 Redwood Trust shares in Q2 2022, an estimated $30K.
  • Bedel Financial Consulting first reported a position in Redwood Trust in Q1 2018 and held it in 17 quarters.
  • Bedel Financial Consulting's Redwood Trust position peaked at $39K in Q4 2019.
  • 208 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.