HighTower Advisors
RWT

HighTower Advisors’s Redwood Trust RWT Stock Holding History

HighTower 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
2024
Q3 		– Sell
-20,662
Closed -$135K – 3943
2024
Q2 		$135K Buy
+20,662
New +$128K ﹤0.01% 3136
2023
Q1 		– Sell
-12,221
Closed -$82K – 3634
2022
Q4 		$82K Buy
12,221
+2,192
+22% +$15.3K ﹤0.01% 2965
2022
Q3 		$57K Buy
+10,029
New +$77.5K ﹤0.01% 2863
2018
Q1 		– Sell
-15,946
Closed -$237K – 2323
2017
Q4 		$237K Sell
15,946
-1,895
-11% -$29.4K ﹤0.01% 1821
2017
Q3 		$292K Sell
17,841
-917
-5% -$15.4K ﹤0.01% 1703
2017
Q2 		$320K Sell
18,758
-109,363
-85% -$1.85M ﹤0.01% 1590
2017
Q1 		$2.14M Buy
128,121
+31,788
+33% +$512K 0.02% 737
2016
Q4 		$1.47M Buy
96,333
+81,798
+563% +$1.2M 0.02% 810
2016
Q3 		$207K Buy
+14,535
New +$207K ﹤0.01% 1633
2014
Q3 		– Sell
-10,850
Closed -$211K – 1641
2014
Q2 		$211K Sell
10,850
-6,650
-38% -$133K ﹤0.01% 1381
2014
Q1 		$355K Buy
+17,500
New +$341K 0.01% 1104

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

HighTower Advisors's RWT Position: Q3 2024 in Review

HighTower Advisors sold out of Redwood Trust (RWT) in Q3 2024, closing a stake of 20,662 shares — an estimated $135K sold.

HighTower Advisors first reported a position in RWT in Q1 2014 and held it in 11 quarters. The position peaked at $2.14M in Q1 2017. 213 funds tracked by Wall St. Rank hold RWT as of Q3 2024.

  • HighTower Advisors reported no remaining Redwood Trust position as of Q3 2024 after selling out during the quarter.
  • HighTower Advisors sold 20,662 Redwood Trust shares in Q3 2024, an estimated $135K.
  • HighTower Advisors first reported a position in Redwood Trust in Q1 2014 and held it in 11 quarters.
  • HighTower Advisors's Redwood Trust position peaked at $2.14M in Q1 2017.
  • 213 funds tracked by Wall St. Rank held Redwood Trust as of Q3 2024.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.