SWM
RDFN

Selective Wealth Management’s Redfin RDFN Stock Holding History

Selective Wealth Management’s Portfolio RDFN Stock Details RDFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100
Closed -$1K – 588
2022
Q3 		$1K Hold
100
– – ﹤0.01% 737
2022
Q2 		$1K Buy
+100
New +$1.14K ﹤0.01% 731

Other funds holding RDFN

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Selective Wealth Management's RDFN Position: Q4 2022 in Review

Selective Wealth Management sold out of Redfin (RDFN) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in RDFN in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 212 funds tracked by Wall St. Rank hold RDFN as of Q4 2022.

  • Selective Wealth Management reported no remaining Redfin position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 100 Redfin shares in Q4 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in Redfin in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's Redfin position peaked at $1K in Q3 2022.
  • 212 funds tracked by Wall St. Rank held Redfin as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.