BWA
RWT

BlueSky Wealth Advisors’s Redwood Trust RWT Stock Holding History

BlueSky 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
2023
Q3 		– Sell
-38,774
Closed -$247K – 79
2023
Q2 		$247K Buy
+38,774
New +$242K 0.05% 66

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BlueSky Wealth Advisors's RWT Position: Q3 2023 in Review

BlueSky Wealth Advisors sold out of Redwood Trust (RWT) in Q3 2023, closing a stake of 38,774 shares — an estimated $247K sold.

BlueSky Wealth Advisors first reported a position in RWT in Q2 2023 and held it in 1 quarter. The position peaked at $247K in Q2 2023. 209 funds tracked by Wall St. Rank hold RWT as of Q3 2023.

  • BlueSky Wealth Advisors reported no remaining Redwood Trust position as of Q3 2023 after selling out during the quarter.
  • BlueSky Wealth Advisors sold 38,774 Redwood Trust shares in Q3 2023, an estimated $247K.
  • BlueSky Wealth Advisors first reported a position in Redwood Trust in Q2 2023 and held it in 1 quarter.
  • BlueSky Wealth Advisors's Redwood Trust position peaked at $247K in Q2 2023.
  • 209 funds tracked by Wall St. Rank held Redwood Trust as of Q3 2023.

Based on BlueSky Wealth Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.