High Net Worth Advisory Group’s Redwood Trust RWT Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-400	Closed	-$2.7K	–	499
2022 Q4	$2.7K	Hold	400	–	–	﹤0.01%	571
2022 Q3	$2K	Hold	400	–	–	﹤0.01%	634
2022 Q2	$3K	Hold	400	–	–	﹤0.01%	616
2022 Q1	$4K	Hold	400	–	–	﹤0.01%	609
2021 Q4	$5K	Buy	+400	New	+$5.41K	﹤0.01%	607

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

High Net Worth Advisory Group's RWT Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Redwood Trust (RWT) in Q1 2023, closing a stake of 400 shares — an estimated $2.7K sold.

High Net Worth Advisory Group first reported a position in RWT in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 196 funds tracked by Wall St. Rank hold RWT as of Q1 2023.

High Net Worth Advisory Group reported no remaining Redwood Trust position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 400 Redwood Trust shares in Q1 2023, an estimated $2.7K.
High Net Worth Advisory Group first reported a position in Redwood Trust in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Redwood Trust position peaked at $5K in Q4 2021.
196 funds tracked by Wall St. Rank held Redwood Trust as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.