SWP
RDFN

Strategic Wealth Partners’s Redfin RDFN Stock Holding History

Strategic Wealth Partners’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
2023
Q4 		– Sell
-13,769
Closed -$96.9K – 296
2023
Q3 		$96.9K Sell
13,769
-2,875
-17% -$31.6K 0.01% 276
2023
Q2 		$207K Buy
+16,644
New +$162K 0.03% 271

Other funds holding RDFN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Strategic Wealth Partners's RDFN Position: Q4 2023 in Review

Strategic Wealth Partners sold out of Redfin (RDFN) in Q4 2023, closing a stake of 13,769 shares — an estimated $96.9K sold.

Strategic Wealth Partners first reported a position in RDFN in Q2 2023 and held it in 2 quarters. The position peaked at $207K in Q2 2023. 249 funds tracked by Wall St. Rank hold RDFN as of Q4 2023.

  • Strategic Wealth Partners reported no remaining Redfin position as of Q4 2023 after selling out during the quarter.
  • Strategic Wealth Partners sold 13,769 Redfin shares in Q4 2023, an estimated $96.9K.
  • Strategic Wealth Partners first reported a position in Redfin in Q2 2023 and held it in 2 quarters.
  • Strategic Wealth Partners's Redfin position peaked at $207K in Q2 2023.
  • 249 funds tracked by Wall St. Rank held Redfin as of Q4 2023.

Based on Strategic Wealth Partners's 13F filing for Q4 2023, filed 20 May 2024.