RWMG
EMD

Redwood Wealth Management Group’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Redwood Wealth Management Group’s Portfolio EMD Stock Details EMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-330
Closed -$3.07K – 441
2024
Q2 		$3.07K Buy
+330
New +$3.07K ﹤0.01% 827

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2024, closing a stake of 330 shares — an estimated $3.07K sold.

Redwood Wealth Management Group first reported a position in EMD in Q2 2024 and held it in 1 quarter. The position peaked at $3.07K in Q2 2024. 98 funds tracked by Wall St. Rank hold EMD as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 330 Western Asset Emerging Markets Debt Fund shares in Q3 2024, an estimated $3.07K.
  • Redwood Wealth Management Group first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Western Asset Emerging Markets Debt Fund position peaked at $3.07K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2024.

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