Buckingham Strategic Wealth’s Redwood Trust RWT Stock Holding History

Buckingham Strategic Wealth’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	$114K	Buy	17,592 +237	+1%	+$1.47K	﹤0.01%	736
2024 Q1	$111K	Hold	17,355	–	–	﹤0.01%	731
2023 Q4	$129K	Hold	17,355	–	–	﹤0.01%	692
2023 Q3	$124K	Hold	17,355	–	–	﹤0.01%	654
2023 Q2	$111K	Hold	17,355	–	–	﹤0.01%	663
2023 Q1	$117K	Hold	17,355	–	–	﹤0.01%	581
2022 Q4	$117K	Buy	+17,355	New	+$121K	﹤0.01%	583
2022 Q3	–	Sell	-12,535	Closed	-$97K	–	639
2022 Q2	$97K	Buy	+12,535	New	+$115K	﹤0.01%	578

Other funds holding RWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Buckingham Strategic Wealth's RWT Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Redwood Trust (RWT) stake by 1.4% in Q2 2024, buying an estimated $1.47K and bringing the position to 17,592 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Buckingham Strategic Wealth first reported a position in RWT in Q2 2022 and has held it in 8 quarters since. The position peaked at $129K in Q4 2023. 199 funds tracked by Wall St. Rank hold RWT as of Q2 2024.

Buckingham Strategic Wealth held 17,592 shares of Redwood Trust worth $114K as of Q2 2024.
Buckingham Strategic Wealth bought 237 Redwood Trust shares in Q2 2024, an estimated $1.47K.
Redwood Trust made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #736 holding.
Buckingham Strategic Wealth first reported a position in Redwood Trust in Q2 2022 and has held it in 8 quarters since.
Buckingham Strategic Wealth's Redwood Trust position peaked at $129K in Q4 2023.
199 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.