KWA
RWT

Kingswood Wealth Advisors’s Redwood Trust RWT Stock Holding History

Kingswood Wealth 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
-25,188
Closed -$163K – 737
2024
Q2 		$163K Buy
25,188
+9,923
+65% +$61.7K 0.01% 636
2024
Q1 		$97.2K Sell
15,265
-11,296
-43% -$73.8K 0.01% 599
2023
Q4 		$197K Buy
+26,561
New +$186K 0.02% 582

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

Kingswood Wealth Advisors's RWT Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of Redwood Trust (RWT) in Q3 2024, closing a stake of 25,188 shares — an estimated $163K sold.

Kingswood Wealth Advisors first reported a position in RWT in Q4 2023 and held it in 3 quarters. The position peaked at $197K in Q4 2023. 213 funds tracked by Wall St. Rank hold RWT as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining Redwood Trust position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 25,188 Redwood Trust shares in Q3 2024, an estimated $163K.
  • Kingswood Wealth Advisors first reported a position in Redwood Trust in Q4 2023 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Redwood Trust position peaked at $197K in Q4 2023.
  • 213 funds tracked by Wall St. Rank held Redwood Trust as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.