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Redwood Wealth Management Group’s Valhi VHI Stock Holding History

Redwood Wealth Management Group’s Portfolio VHI Stock Details VHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$1.78K – 1053
2024
Q2 		$1.78K Buy
+100
New +$1.71K ﹤0.01% 913

Other funds holding VHI

BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of Valhi (VHI) in Q3 2024, closing a stake of 100 shares — an estimated $1.78K sold.

Redwood Wealth Management Group first reported a position in VHI in Q2 2024 and held it in 1 quarter. The position peaked at $1.78K in Q2 2024. 64 funds tracked by Wall St. Rank hold VHI as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Valhi position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 100 Valhi shares in Q3 2024, an estimated $1.78K.
  • Redwood Wealth Management Group first reported a position in Valhi in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Valhi position peaked at $1.78K in Q2 2024.
  • 64 funds tracked by Wall St. Rank held Valhi as of Q3 2024.

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