IAG Wealth Partners’s Redwood Trust RWT Stock Holding History

IAG Wealth Partners’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	-443	Closed	-$5K	–	388
2021 Q1	$5K	Buy	+443	New	+$4.25K	﹤0.01%	315

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

IAG Wealth Partners's RWT Position: Q2 2021 in Review

IAG Wealth Partners sold out of Redwood Trust (RWT) in Q2 2021, closing a stake of 443 shares — an estimated $5K sold.

IAG Wealth Partners first reported a position in RWT in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 196 funds tracked by Wall St. Rank hold RWT as of Q2 2021.

IAG Wealth Partners reported no remaining Redwood Trust position as of Q2 2021 after selling out during the quarter.
IAG Wealth Partners sold 443 Redwood Trust shares in Q2 2021, an estimated $5K.
IAG Wealth Partners first reported a position in Redwood Trust in Q1 2021 and held it in 1 quarter.
IAG Wealth Partners's Redwood Trust position peaked at $5K in Q1 2021.
196 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2021.

Based on IAG Wealth Partners's 13F filing for Q2 2021, filed 4 Aug 2021.