PCWA
RDFN

Pacific Capital Wealth Advisors’s Redfin RDFN Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio RDFN Stock Details RDFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3
Closed -$18 – 583
2024
Q2 		$18 Buy
+3
New +$19 ﹤0.01% 536
2024
Q1 		– Sell
-30
Closed -$310 – 530
2023
Q4 		$310 Buy
+30
New +$209 ﹤0.01% 320
2020
Q4 		– Sell
-10
Closed – – 162
2020
Q3 		$0 Buy
+10
New +$442 ﹤0.01% 213

Other funds holding RDFN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Pacific Capital Wealth Advisors's RDFN Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Redfin (RDFN) in Q3 2024, closing a stake of 3 shares — an estimated $18 sold.

Pacific Capital Wealth Advisors first reported a position in RDFN in Q3 2020 and held it in 3 quarters. The position peaked at $310 in Q4 2023. 261 funds tracked by Wall St. Rank hold RDFN as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Redfin position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 3 Redfin shares in Q3 2024, an estimated $18.
  • Pacific Capital Wealth Advisors first reported a position in Redfin in Q3 2020 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Redfin position peaked at $310 in Q4 2023.
  • 261 funds tracked by Wall St. Rank held Redfin as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.