Evoke Wealth’s Redwood Trust RWT Stock Holding History

Evoke 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
2020 Q2	–	Sell	-283	Closed	-$1.52K	–	1171
2020 Q1	$1.52K	Buy	+283	New	+$4.21K	﹤0.01%	858
2019 Q4	–	Sell	-283	Closed	-$4.64K	–	1430
2019 Q3	$4.64K	Buy	+283	New	+$4.73K	﹤0.01%	1021

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WIM

Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evoke Wealth's RWT Position: Q2 2020 in Review

Evoke Wealth sold out of Redwood Trust (RWT) in Q2 2020, closing a stake of 283 shares — an estimated $1.52K sold.

Evoke Wealth first reported a position in RWT in Q3 2019 and held it in 2 quarters. The position peaked at $4.64K in Q3 2019. 190 funds tracked by Wall St. Rank hold RWT as of Q2 2020.

Evoke Wealth reported no remaining Redwood Trust position as of Q2 2020 after selling out during the quarter.
Evoke Wealth sold 283 Redwood Trust shares in Q2 2020, an estimated $1.52K.
Evoke Wealth first reported a position in Redwood Trust in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Redwood Trust position peaked at $4.64K in Q3 2019.
190 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2020.

Based on Evoke Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.