EP Wealth Advisors’s Redfin RDFN Stock Holding History

EP Wealth Advisors’s Portfolio RDFN Stock Details RDFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,492	Closed	-$48.7K	–	690
2022 Q4	$48.7K	Buy	+11,492	New	+$54.1K	﹤0.01%	610

Other funds holding RDFN

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EP Wealth Advisors's RDFN Position: Q1 2023 in Review

EP Wealth Advisors sold out of Redfin (RDFN) in Q1 2023, closing a stake of 11,492 shares — an estimated $48.7K sold.

EP Wealth Advisors first reported a position in RDFN in Q4 2022 and held it in 1 quarter. The position peaked at $48.7K in Q4 2022. 212 funds tracked by Wall St. Rank hold RDFN as of Q1 2023.

EP Wealth Advisors reported no remaining Redfin position as of Q1 2023 after selling out during the quarter.
EP Wealth Advisors sold 11,492 Redfin shares in Q1 2023, an estimated $48.7K.
EP Wealth Advisors first reported a position in Redfin in Q4 2022 and held it in 1 quarter.
EP Wealth Advisors's Redfin position peaked at $48.7K in Q4 2022.
212 funds tracked by Wall St. Rank held Redfin as of Q1 2023.

Based on EP Wealth Advisors's 13F filing for Q1 2023, filed 5 Jun 2023.