MAS
RWT

Meeder Advisory Services’s Redwood Trust RWT Stock Holding History

Meeder 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
2024
Q2 		– Sell
-10,527
Closed -$67.1K – 519
2024
Q1 		$67.1K Sell
10,527
-515
-5% -$3.36K 0.01% 444
2023
Q4 		$81.8K Buy
11,042
+18
+0.2% +$126 0.01% 421
2023
Q3 		$78.6K Sell
11,024
-345
-3% -$2.54K 0.01% 402
2023
Q2 		$72.4K Sell
11,369
-660
-5% -$4.12K 0.01% 431
2023
Q1 		$81.1K Buy
+12,029
New +$90.1K 0.01% 426

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
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

Meeder Advisory Services's RWT Position: Q2 2024 in Review

Meeder Advisory Services sold out of Redwood Trust (RWT) in Q2 2024, closing a stake of 10,527 shares — an estimated $67.1K sold.

Meeder Advisory Services first reported a position in RWT in Q1 2023 and held it in 5 quarters. The position peaked at $81.8K in Q4 2023. 199 funds tracked by Wall St. Rank hold RWT as of Q2 2024.

  • Meeder Advisory Services reported no remaining Redwood Trust position as of Q2 2024 after selling out during the quarter.
  • Meeder Advisory Services sold 10,527 Redwood Trust shares in Q2 2024, an estimated $67.1K.
  • Meeder Advisory Services first reported a position in Redwood Trust in Q1 2023 and held it in 5 quarters.
  • Meeder Advisory Services's Redwood Trust position peaked at $81.8K in Q4 2023.
  • 199 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2024.

Based on Meeder Advisory Services's 13F filing for Q2 2024, filed 8 Aug 2024.