RWMG
BBDC icon

Redwood Wealth Management Group’s Barings BDC BBDC Stock Holding History

Redwood Wealth Management Group’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,442
Closed -$14K – 251
2024
Q2 		$14K Buy
+1,442
New +$13.8K 0.01% 518

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Redwood Wealth Management Group's BBDC Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Barings BDC (BBDC) in Q3 2024, closing a stake of 1,442 shares — an estimated $14K sold.

Redwood Wealth Management Group first reported a position in BBDC in Q2 2024 and held it in 1 quarter. The position peaked at $14K in Q2 2024. 199 funds tracked by Wall St. Rank hold BBDC as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Barings BDC position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,442 Barings BDC shares in Q3 2024, an estimated $14K.
  • Redwood Wealth Management Group first reported a position in Barings BDC in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Barings BDC position peaked at $14K in Q2 2024.
  • 199 funds tracked by Wall St. Rank held Barings BDC as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.