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Redwood Wealth Management Group’s F&G Annuities & Life FG Stock Holding History

Redwood Wealth Management Group’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-35
Closed -$1.31K – 473
2024
Q2 		$1.31K Buy
+35
New +$1.37K ﹤0.01% 961

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of F&G Annuities & Life (FG) in Q3 2024, closing a stake of 35 shares — an estimated $1.31K sold.

Redwood Wealth Management Group first reported a position in FG in Q2 2024 and held it in 1 quarter. The position peaked at $1.31K in Q2 2024. 200 funds tracked by Wall St. Rank hold FG as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining F&G Annuities & Life position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 35 F&G Annuities & Life shares in Q3 2024, an estimated $1.31K.
  • Redwood Wealth Management Group first reported a position in F&G Annuities & Life in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's F&G Annuities & Life position peaked at $1.31K in Q2 2024.
  • 200 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2024.

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