Redwood Wealth Management Group’s Presidio Property Trust Inc Series A Warrants SQFTW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-38,350	Closed	-$1.5K	–	964
2024 Q2	$1.5K	Buy	+38,350	New	+$2.12K	﹤0.01%	942
2024 Q1	–	Sell	-40,562	Closed	-$2.43K	–	138
2023 Q4	$2.43K	Sell	40,562 -16,354	-29%	-$572	﹤0.01%	143
2023 Q3	$1.94K	Sell	56,916 -1,445	-2%	-$50	﹤0.01%	144
2023 Q2	$2.56K	Sell	58,361 -591	-1%	-$22	﹤0.01%	150
2023 Q1	$2.45K	Buy	58,952 +1,183	+2%	+$83	﹤0.01%	158
2022 Q4	$3.18K	Buy	+57,769	New	+$4.81K	﹤0.01%	146

Other funds holding SQFTW

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWS

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

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

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of Presidio Property Trust Inc Series A Warrants (SQFTW) in Q3 2024, closing a stake of 38,350 shares — an estimated $1.5K sold.

Redwood Wealth Management Group first reported a position in SQFTW in Q4 2022 and held it in 6 quarters. The position peaked at $3.18K in Q4 2022. 28 funds tracked by Wall St. Rank hold SQFTW as of Q3 2024.

Redwood Wealth Management Group reported no remaining Presidio Property Trust Inc Series A Warrants position as of Q3 2024 after selling out during the quarter.
Redwood Wealth Management Group sold 38,350 Presidio Property Trust Inc Series A Warrants shares in Q3 2024, an estimated $1.5K.
Redwood Wealth Management Group first reported a position in Presidio Property Trust Inc Series A Warrants in Q4 2022 and held it in 6 quarters.
Redwood Wealth Management Group's Presidio Property Trust Inc Series A Warrants position peaked at $3.18K in Q4 2022.
28 funds tracked by Wall St. Rank held Presidio Property Trust Inc Series A Warrants as of Q3 2024.

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