HGWM
RWT

Harvest Group Wealth Management’s Redwood Trust RWT Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-454
Closed -$7K – 919
2019
Q4 		$7K Hold
454
– – 0.01% 300
2019
Q3 		$7K Hold
454
– – 0.01% 323
2019
Q2 		$7K Hold
454
– – 0.01% 292
2019
Q1 		$7K Buy
+454
New +$7.17K 0.01% 321

Other funds holding RWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Harvest Group Wealth Management's RWT Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Redwood Trust (RWT) in Q1 2020, closing a stake of 454 shares — an estimated $7K sold.

Harvest Group Wealth Management first reported a position in RWT in Q1 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 213 funds tracked by Wall St. Rank hold RWT as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Redwood Trust position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 454 Redwood Trust shares in Q1 2020, an estimated $7K.
  • Harvest Group Wealth Management first reported a position in Redwood Trust in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Redwood Trust position peaked at $7K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Redwood Trust as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.