MSWA
RWT

Marshall & Sterling Wealth Advisors’s Redwood Trust RWT Stock Holding History

Marshall & Sterling 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
2025
Q1 		– Sell
-419
Closed -$2.73K – 660
2024
Q4 		$2.73K Buy
+419
New +$3.01K ﹤0.01% 289

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
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's RWT Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Redwood Trust (RWT) in Q1 2025, closing a stake of 419 shares — an estimated $2.73K sold.

Marshall & Sterling Wealth Advisors first reported a position in RWT in Q4 2024 and held it in 1 quarter. The position peaked at $2.73K in Q4 2024. 218 funds tracked by Wall St. Rank hold RWT as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Redwood Trust position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 419 Redwood Trust shares in Q1 2025, an estimated $2.73K.
  • Marshall & Sterling Wealth Advisors first reported a position in Redwood Trust in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Redwood Trust position peaked at $2.73K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Redwood Trust as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.