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Redwood Wealth Management Group’s Rambus RMBS Stock Holding History

Redwood Wealth Management Group’s Portfolio RMBS Stock Details RMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,328
Closed -$227K – 134
2023
Q4 		$227K Sell
3,328
-2,235
-40% -$139K 0.25% 106
2023
Q3 		$310K Buy
5,563
+1,795
+48% +$102K 0.36% 86
2023
Q2 		$242K Sell
3,768
-1,215
-24% -$66.9K 0.27% 106
2023
Q1 		$255K Buy
+4,983
New +$214K 0.29% 105

Other funds holding RMBS

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Redwood Wealth Management Group's RMBS Position: Q1 2024 in Review

Redwood Wealth Management Group sold out of Rambus (RMBS) in Q1 2024, closing a stake of 3,328 shares — an estimated $227K sold.

Redwood Wealth Management Group first reported a position in RMBS in Q1 2023 and held it in 4 quarters. The position peaked at $310K in Q3 2023. 377 funds tracked by Wall St. Rank hold RMBS as of Q1 2024.

  • Redwood Wealth Management Group reported no remaining Rambus position as of Q1 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 3,328 Rambus shares in Q1 2024, an estimated $227K.
  • Redwood Wealth Management Group first reported a position in Rambus in Q1 2023 and held it in 4 quarters.
  • Redwood Wealth Management Group's Rambus position peaked at $310K in Q3 2023.
  • 377 funds tracked by Wall St. Rank held Rambus as of Q1 2024.

Based on Redwood Wealth Management Group's 13F filing for Q1 2024, filed 7 May 2024.