Cary Street Partners Investment Advisory’s Redwood Trust RWT Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-1,000	Closed	-$7.13K	–	1583
2023 Q3	$7.13K	Hold	1,000	–	–	﹤0.01%	1385
2023 Q2	$6.37K	Hold	1,000	–	–	﹤0.01%	1345
2023 Q1	$6.74K	Hold	1,000	–	–	﹤0.01%	1243
2022 Q4	$6.76K	Buy	+1,000	New	+$6.99K	﹤0.01%	1245

Other funds holding RWT

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Cary Street Partners Investment Advisory's RWT Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Redwood Trust (RWT) in Q4 2023, closing a stake of 1,000 shares — an estimated $7.13K sold.

Cary Street Partners Investment Advisory first reported a position in RWT in Q4 2022 and held it in 4 quarters. The position peaked at $7.13K in Q3 2023. 211 funds tracked by Wall St. Rank hold RWT as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Redwood Trust position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,000 Redwood Trust shares in Q4 2023, an estimated $7.13K.
Cary Street Partners Investment Advisory first reported a position in Redwood Trust in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Redwood Trust position peaked at $7.13K in Q3 2023.
211 funds tracked by Wall St. Rank held Redwood Trust as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.