Redwood Wealth Management Group’s Presidio Property Trust SQFT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,835	Closed	-$26.7K	–	963
2024 Q2	$26.7K	Buy	+3,835	New	+$33.6K	0.02%	397
2024 Q1	–	Sell	-4,056	Closed	-$41.8K	–	137
2023 Q4	$41.8K	Sell	4,056 -1,636	-29%	-$13.4K	0.05%	133
2023 Q3	$45.3K	Sell	5,692 -144	-2%	-$1.22K	0.05%	131
2023 Q2	$52.7K	Sell	5,836 -59	-1%	-$540	0.06%	138
2023 Q1	$60.8K	Buy	5,895 +118	+2%	+$1.3K	0.07%	145
2022 Q4	$54.9K	Buy	+5,777	New	+$65.1K	0.07%	136

Other funds holding SQFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of Presidio Property Trust (SQFT) in Q3 2024, closing a stake of 3,835 shares — an estimated $26.7K sold.

Redwood Wealth Management Group first reported a position in SQFT in Q4 2022 and held it in 6 quarters. The position peaked at $60.8K in Q1 2023. 25 funds tracked by Wall St. Rank hold SQFT as of Q3 2024.

Redwood Wealth Management Group reported no remaining Presidio Property Trust position as of Q3 2024 after selling out during the quarter.
Redwood Wealth Management Group sold 3,835 Presidio Property Trust shares in Q3 2024, an estimated $26.7K.
Redwood Wealth Management Group first reported a position in Presidio Property Trust in Q4 2022 and held it in 6 quarters.
Redwood Wealth Management Group's Presidio Property Trust position peaked at $60.8K in Q1 2023.
25 funds tracked by Wall St. Rank held Presidio Property Trust as of Q3 2024.

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