Great Point Wealth Advisors’s Redfin RDFN Stock Holding History

Great Point 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
2025 Q1	$553K	Hold	60,000	–	–	0.12%	44
2024 Q4	$472K	Sell	60,000 -18	-0%	-$175	0.1%	45
2024 Q3	$752K	Hold	60,018	–	–	0.16%	41
2024 Q2	$361K	Hold	60,018	–	–	0.08%	48
2024 Q1	$399K	Sell	60,018 -401	-0.7%	-$3.05K	0.09%	46
2023 Q4	$624K	Hold	60,419	–	–	0.16%	47
2023 Q3	$425K	Hold	60,419	–	–	0.13%	51
2023 Q2	$750K	Hold	60,419	–	–	0.23%	43
2023 Q1	$547K	Hold	60,419	–	–	0.17%	44
2022 Q4	$256K	Buy	60,419 +419	+0.7%	+$1.97K	0.09%	54
2022 Q3	$350K	Hold	60,000	–	–	0.13%	50
2022 Q2	$494K	Buy	60,000 +50,000	+500%	+$572K	0.18%	45
2022 Q1	$180K	Hold	10,000	–	–	0.06%	59
2021 Q4	$384K	Hold	10,000	–	–	0.12%	45
2021 Q3	$501K	Hold	10,000	–	–	0.17%	35
2021 Q2	$634K	Hold	10,000	–	–	0.22%	33
2021 Q1	$666K	Hold	10,000	–	–	0.25%	29
2020 Q4	$686K	Hold	10,000	–	–	0.29%	29
2020 Q3	$419K	Hold	10,000	–	–	0.22%	33
2020 Q2	$419K	Hold	10,000	–	–	0.22%	33
2020 Q1	$154K	Hold	10,000	–	–	0.13%	41
2019 Q4	$211K	Hold	10,000	–	–	0.13%	43
2019 Q3	$168K	Hold	10,000	–	–	0.11%	40
2019 Q2	$179K	Hold	10,000	–	–	0.14%	41
2019 Q1	$202K	Hold	10,000	–	–	0.17%	44
2018 Q4	$144K	Buy	+10,000	New	+$159K	0.14%	42

Other funds holding RDFN

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

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

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Great Point Wealth Advisors's RDFN Position: Q1 2025 in Review

Great Point Wealth Advisors held its Redfin (RDFN) position steady in Q1 2025 at 60,000 shares worth $553K. The position accounts for 0.12% of the portfolio, ranked #44.

Great Point Wealth Advisors first reported a position in RDFN in Q4 2018 and has held it in 26 quarters since. The position peaked at $752K in Q3 2024. 250 funds tracked by Wall St. Rank hold RDFN as of Q1 2025.

Great Point Wealth Advisors held 60,000 shares of Redfin worth $553K as of Q1 2025.
Great Point Wealth Advisors left its Redfin share count unchanged in Q1 2025.
Redfin made up 0.12% of Great Point Wealth Advisors's portfolio in Q1 2025, its #44 holding.
Great Point Wealth Advisors first reported a position in Redfin in Q4 2018 and has held it in 26 quarters since.
Great Point Wealth Advisors's Redfin position peaked at $752K in Q3 2024.
250 funds tracked by Wall St. Rank held Redfin as of Q1 2025.

Based on Great Point Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.