HWA
RWT

Heritage Wealth Advisors’s Redwood Trust RWT Stock Holding History

Heritage Wealth Advisors’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
2021
Q2 		– Sell
-2,587
Closed -$26.9K – 587
2021
Q1 		$26.9K Hold
2,587
– – ﹤0.01% 397
2020
Q4 		$23K Buy
2,587
+41
+2% +$353 ﹤0.01% 395
2020
Q3 		$19.1K Buy
2,546
+46
+2% +$325 ﹤0.01% 354
2020
Q2 		$17.5K Buy
+2,500
New +$12.3K ﹤0.01% 346

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Heritage Wealth Advisors's RWT Position: Q2 2021 in Review

Heritage Wealth Advisors sold out of Redwood Trust (RWT) in Q2 2021, closing a stake of 2,587 shares — an estimated $26.9K sold.

Heritage Wealth Advisors first reported a position in RWT in Q2 2020 and held it in 4 quarters. The position peaked at $26.9K in Q1 2021. 196 funds tracked by Wall St. Rank hold RWT as of Q2 2021.

  • Heritage Wealth Advisors reported no remaining Redwood Trust position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,587 Redwood Trust shares in Q2 2021, an estimated $26.9K.
  • Heritage Wealth Advisors first reported a position in Redwood Trust in Q2 2020 and held it in 4 quarters.
  • Heritage Wealth Advisors's Redwood Trust position peaked at $26.9K in Q1 2021.
  • 196 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2021.

Based on Heritage Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.