Redwood Wealth Management Group’s Silvergate Capital Corporation SI Stock Holding History

Redwood Wealth Management Group’s Portfolio SI Stock Details SI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,420	Closed	-$568	–	1191
2024 Q2	$568	Buy	+1,420	New	+$568	﹤0.01%	1037

Other funds holding SI

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of Silvergate Capital Corporation (SI) in Q3 2024, closing a stake of 1,420 shares — an estimated $568 sold.

Redwood Wealth Management Group first reported a position in SI in Q2 2024 and held it in 1 quarter. The position peaked at $568 in Q2 2024. 2 funds tracked by Wall St. Rank hold SI as of Q3 2024.

Redwood Wealth Management Group reported no remaining Silvergate Capital Corporation position as of Q3 2024 after selling out during the quarter.
Redwood Wealth Management Group sold 1,420 Silvergate Capital Corporation shares in Q3 2024, an estimated $568.
Redwood Wealth Management Group first reported a position in Silvergate Capital Corporation in Q2 2024 and held it in 1 quarter.
Redwood Wealth Management Group's Silvergate Capital Corporation position peaked at $568 in Q2 2024.
2 funds tracked by Wall St. Rank held Silvergate Capital Corporation as of Q3 2024.

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