KFI
RWT

Key Financial Inc’s Redwood Trust RWT Stock Holding History

Key Financial Inc’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
Q2 		– Sell
-646
Closed -$4.12K – 1371
2024
Q1 		$4.12K Hold
646
– – ﹤0.01% 992
2023
Q4 		$4.79K Hold
646
– – ﹤0.01% 945
2023
Q3 		$4.61K Hold
646
– – ﹤0.01% 938
2023
Q2 		$4.12K Buy
+646
New +$4.04K ﹤0.01% 1002

Other funds holding RWT

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Vanguard Group
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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Key Financial Inc's RWT Position: Q2 2024 in Review

Key Financial Inc sold out of Redwood Trust (RWT) in Q2 2024, closing a stake of 646 shares — an estimated $4.12K sold.

Key Financial Inc first reported a position in RWT in Q2 2023 and held it in 4 quarters. The position peaked at $4.79K in Q4 2023. 199 funds tracked by Wall St. Rank hold RWT as of Q2 2024.

  • Key Financial Inc reported no remaining Redwood Trust position as of Q2 2024 after selling out during the quarter.
  • Key Financial Inc sold 646 Redwood Trust shares in Q2 2024, an estimated $4.12K.
  • Key Financial Inc first reported a position in Redwood Trust in Q2 2023 and held it in 4 quarters.
  • Key Financial Inc's Redwood Trust position peaked at $4.79K in Q4 2023.
  • 199 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2024.

Based on Key Financial Inc's 13F filing for Q2 2024, filed 30 Jul 2024.