LFAS
RWT

Level Four Advisory Services’s Redwood Trust RWT Stock Holding History

Level Four Advisory Services’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
2026
Q1 		$64K Buy
11,406
+20
+0.2% +$116 ﹤0.01% 860
2025
Q4 		$63K Sell
11,386
-518
-4% -$2.85K ﹤0.01% 837
2025
Q3 		$68.9K Sell
11,904
-2,257
-16% -$13.5K ﹤0.01% 795
2025
Q2 		$83.7K Buy
14,161
+267
+2% +$1.52K ﹤0.01% 774
2025
Q1 		$84.3K Buy
13,894
+1,169
+9% +$7.49K ﹤0.01% 742
2024
Q4 		$83.1K Buy
12,725
+447
+4% +$3.21K ﹤0.01% 744
2024
Q3 		$89.9K Buy
12,278
+1,289
+12% +$9.4K ﹤0.01% 755
2024
Q2 		$71.3K Sell
10,989
-3,282
-23% -$20.4K ﹤0.01% 727
2024
Q1 		$106K Hold
14,271
– – 0.01% 744
2023
Q4 		$106K Sell
14,271
-986
-6% -$6.91K 0.01% 740
2023
Q3 		$109K Buy
15,257
+956
+7% +$7.04K 0.01% 715
2023
Q2 		$91.1K Sell
14,301
-4,574
-24% -$28.6K 0.01% 779
2023
Q1 		$127K Buy
18,875
+1,524
+9% +$11.4K 0.01% 730
2022
Q4 		$117K Buy
+17,351
New +$121K 0.01% 640

Other funds holding RWT

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VCM
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Geode Capital Management
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VPM
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Invesco
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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