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Redwood Wealth Management Group’s Ericsson ERIC Stock Holding History

Redwood Wealth Management Group’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,181
Closed -$62.8K – 451
2024
Q2 		$62.8K Buy
+10,181
New +$56.9K 0.05% 269
2024
Q1 		– Sell
-11,731
Closed -$73.9K – 124
2023
Q4 		$73.9K Sell
11,731
-50
-0.4% -$253 0.08% 126
2023
Q3 		$57.3K Hold
11,781
– – 0.07% 129
2023
Q2 		$64.2K Buy
11,781
+526
+5% +$2.82K 0.07% 136
2023
Q1 		$65.8K Buy
11,255
+250
+2% +$1.43K 0.07% 144
2022
Q4 		$64.3K Buy
+11,005
New +$66.1K 0.08% 134

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of Ericsson (ERIC) in Q3 2024, closing a stake of 10,181 shares — an estimated $62.8K sold.

Redwood Wealth Management Group first reported a position in ERIC in Q4 2022 and held it in 6 quarters. The position peaked at $73.9K in Q4 2023. 266 funds tracked by Wall St. Rank hold ERIC as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Ericsson position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 10,181 Ericsson shares in Q3 2024, an estimated $62.8K.
  • Redwood Wealth Management Group first reported a position in Ericsson in Q4 2022 and held it in 6 quarters.
  • Redwood Wealth Management Group's Ericsson position peaked at $73.9K in Q4 2023.
  • 266 funds tracked by Wall St. Rank held Ericsson as of Q3 2024.

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