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Redwood Wealth Management Group’s MasterBrand MBC Stock Holding History

Redwood Wealth Management Group’s Portfolio MBC Stock Details MBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,804
Closed -$26.5K – 707
2024
Q2 		$26.5K Buy
+1,804
New +$29.9K 0.02% 398

Other funds holding MBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of MasterBrand (MBC) in Q3 2024, closing a stake of 1,804 shares — an estimated $26.5K sold.

Redwood Wealth Management Group first reported a position in MBC in Q2 2024 and held it in 1 quarter. The position peaked at $26.5K in Q2 2024. 355 funds tracked by Wall St. Rank hold MBC as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining MasterBrand position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,804 MasterBrand shares in Q3 2024, an estimated $26.5K.
  • Redwood Wealth Management Group first reported a position in MasterBrand in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's MasterBrand position peaked at $26.5K in Q2 2024.
  • 355 funds tracked by Wall St. Rank held MasterBrand as of Q3 2024.

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