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Redwood Wealth Management Group’s MSC Industrial Direct MSM Stock Holding History

Redwood Wealth Management Group’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,130
Closed -$89.6K – 739
2024
Q2 		$89.6K Buy
+1,130
New +$100K 0.07% 221

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American Century Companies
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of MSC Industrial Direct (MSM) in Q3 2024, closing a stake of 1,130 shares — an estimated $89.6K sold.

Redwood Wealth Management Group first reported a position in MSM in Q2 2024 and held it in 1 quarter. The position peaked at $89.6K in Q2 2024. 411 funds tracked by Wall St. Rank hold MSM as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining MSC Industrial Direct position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,130 MSC Industrial Direct shares in Q3 2024, an estimated $89.6K.
  • Redwood Wealth Management Group first reported a position in MSC Industrial Direct in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's MSC Industrial Direct position peaked at $89.6K in Q2 2024.
  • 411 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2024.

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