SWM
RWT

Selective Wealth Management’s Redwood Trust RWT Stock Holding History

Selective Wealth Management’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,000
Closed -$15K – 827
2022
Q2 		$15K Buy
+2,000
New +$18.4K 0.01% 509

Other funds holding RWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Selective Wealth Management's RWT Position: Q3 2022 in Review

Selective Wealth Management sold out of Redwood Trust (RWT) in Q3 2022, closing a stake of 2,000 shares — an estimated $15K sold.

Selective Wealth Management first reported a position in RWT in Q2 2022 and held it in 1 quarter. The position peaked at $15K in Q2 2022. 198 funds tracked by Wall St. Rank hold RWT as of Q3 2022.

  • Selective Wealth Management reported no remaining Redwood Trust position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 2,000 Redwood Trust shares in Q3 2022, an estimated $15K.
  • Selective Wealth Management first reported a position in Redwood Trust in Q2 2022 and held it in 1 quarter.
  • Selective Wealth Management's Redwood Trust position peaked at $15K in Q2 2022.
  • 198 funds tracked by Wall St. Rank held Redwood Trust as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.