Cedar Wealth Management’s Redwood Trust RWT Stock Holding History

Cedar 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
2023 Q4	–	Sell	-1,700	Closed	-$12.1K	–	293
2023 Q3	$12.1K	Hold	1,700	–	–	﹤0.01%	222
2023 Q2	$10.8K	Hold	1,700	–	–	﹤0.01%	237
2023 Q1	$11.5K	Hold	1,700	–	–	﹤0.01%	228
2022 Q4	$11.5K	Hold	1,700	–	–	0.01%	224
2022 Q3	$10K	Hold	1,700	–	–	0.01%	257
2022 Q2	$13K	Hold	1,700	–	–	0.01%	252
2022 Q1	$18K	Hold	1,700	–	–	0.01%	257
2021 Q4	$22K	Hold	1,700	–	–	0.01%	239
2021 Q3	$22K	Hold	1,700	–	–	0.01%	200
2021 Q2	$21K	Hold	1,700	–	–	0.01%	205
2021 Q1	$18K	Hold	1,700	–	–	0.01%	193
2020 Q4	$15K	Hold	1,700	–	–	0.01%	186
2020 Q3	$13K	Hold	1,700	–	–	0.01%	180
2020 Q2	$12K	Hold	1,700	–	–	0.01%	182
2020 Q1	$9K	Hold	1,700	–	–	0.01%	191
2019 Q4	$28K	Hold	1,700	–	–	0.02%	114
2019 Q3	$28K	Hold	1,700	–	–	0.02%	111
2019 Q2	$28K	Hold	1,700	–	–	0.02%	128
2019 Q1	$27K	Hold	1,700	–	–	0.02%	125
2018 Q4	$26K	Buy	1,700 +900	+113%	+$14.5K	0.02%	106
2018 Q3	$13K	Hold	800	–	–	0.01%	122
2018 Q2	$13K	Hold	800	–	–	0.01%	119
2018 Q1	$12K	Hold	800	–	–	0.01%	105
2017 Q4	$12K	Hold	800	–	–	0.01%	106
2017 Q3	$13K	Buy	+800	New	+$13.4K	0.01%	110

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

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

Cedar Wealth Management's RWT Position: Q4 2023 in Review

Cedar Wealth Management sold out of Redwood Trust (RWT) in Q4 2023, closing a stake of 1,700 shares — an estimated $12.1K sold.

Cedar Wealth Management first reported a position in RWT in Q3 2017 and held it in 25 quarters. The position peaked at $28K in Q4 2019. 211 funds tracked by Wall St. Rank hold RWT as of Q4 2023.

Cedar Wealth Management reported no remaining Redwood Trust position as of Q4 2023 after selling out during the quarter.
Cedar Wealth Management sold 1,700 Redwood Trust shares in Q4 2023, an estimated $12.1K.
Cedar Wealth Management first reported a position in Redwood Trust in Q3 2017 and held it in 25 quarters.
Cedar Wealth Management's Redwood Trust position peaked at $28K in Q4 2019.
211 funds tracked by Wall St. Rank held Redwood Trust as of Q4 2023.

Based on Cedar Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.