IF
RWT

Insight Folios’s Redwood Trust RWT Stock Holding History

Insight Folios’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 		$678K Buy
87,650
+42
+0% +$306 0.24% 50
2024
Q2 		$569K Sell
87,608
-1,420
-2% -$8.82K 0.23% 55
2024
Q1 		$567K Buy
89,028
+3,917
+5% +$25.6K 0.23% 53
2023
Q4 		$631K Buy
85,111
+566
+0.7% +$3.97K 0.27% 46
2023
Q3 		$603K Sell
84,545
-1,526
-2% -$11.2K 0.29% 38
2023
Q2 		$548K Buy
+86,071
New +$538K 0.23% 47

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

Insight Folios's RWT Position: Q3 2024 in Review

Insight Folios increased its Redwood Trust (RWT) stake by 0.05% in Q3 2024, buying an estimated $306 and bringing the position to 87,650 shares worth $678K. The position accounts for 0.24% of the portfolio, ranked #50.

Insight Folios first reported a position in RWT in Q2 2023 and has held it in 6 quarters since. 213 funds tracked by Wall St. Rank hold RWT as of Q3 2024.

  • Insight Folios held 87,650 shares of Redwood Trust worth $678K as of Q3 2024.
  • Insight Folios bought 42 Redwood Trust shares in Q3 2024, an estimated $306.
  • Redwood Trust made up 0.24% of Insight Folios's portfolio in Q3 2024, its #50 holding.
  • Insight Folios first reported a position in Redwood Trust in Q2 2023 and has held it in 6 quarters since.
  • 213 funds tracked by Wall St. Rank held Redwood Trust as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.