Laurel Wealth Planning’s Redwood Trust RWT Stock Holding History

Laurel Wealth Planning’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 Q4	–	Sell	-500	Closed	-$6K	–	220
2021 Q3	$6K	Hold	500	–	–	﹤0.01%	167
2021 Q2	$6K	Buy	+500	New	+$5.58K	0.01%	107

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laurel Wealth Planning's RWT Position: Q4 2021 in Review

Laurel Wealth Planning sold out of Redwood Trust (RWT) in Q4 2021, closing a stake of 500 shares — an estimated $6K sold.

Laurel Wealth Planning first reported a position in RWT in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 221 funds tracked by Wall St. Rank hold RWT as of Q4 2021.

Laurel Wealth Planning reported no remaining Redwood Trust position as of Q4 2021 after selling out during the quarter.
Laurel Wealth Planning sold 500 Redwood Trust shares in Q4 2021, an estimated $6K.
Laurel Wealth Planning first reported a position in Redwood Trust in Q2 2021 and held it in 2 quarters.
Laurel Wealth Planning's Redwood Trust position peaked at $6K in Q3 2021.
221 funds tracked by Wall St. Rank held Redwood Trust as of Q4 2021.

Based on Laurel Wealth Planning's 13F filing for Q4 2021, filed 1 Feb 2022.