Sugarloaf Wealth Management’s Redwood Trust RWT Stock Holding History

Sugarloaf 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
2023 Q4	–	Sell	-334	Closed	-$2.38K	–	700
2023 Q3	$2.38K	Hold	334	–	–	﹤0.01%	591
2023 Q2	$2.13K	Hold	334	–	–	﹤0.01%	610
2023 Q1	$2.25K	Hold	334	–	–	﹤0.01%	608
2022 Q4	$2.26K	Hold	334	–	–	﹤0.01%	663
2022 Q3	$2K	Hold	334	–	–	﹤0.01%	723
2022 Q2	$3K	Hold	334	–	–	﹤0.01%	671
2022 Q1	$4K	Hold	334	–	–	﹤0.01%	600
2021 Q4	$4K	Hold	334	–	–	﹤0.01%	623
2021 Q3	$4K	Hold	334	–	–	﹤0.01%	635
2021 Q2	$4K	Hold	334	–	–	﹤0.01%	626
2021 Q1	$3	Hold	334	–	–	﹤0.01%	644
2020 Q4	$3K	Hold	334	–	–	﹤0.01%	610
2020 Q3	$3K	Hold	334	–	–	﹤0.01%	585
2020 Q2	$2K	Hold	334	–	–	﹤0.01%	617
2020 Q1	$2K	Hold	334	–	–	﹤0.01%	612
2019 Q4	$6K	Buy	+334	New	+$5.49K	﹤0.01%	526

Other funds holding RWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sugarloaf Wealth Management's RWT Position: Q4 2023 in Review

Sugarloaf Wealth Management sold out of Redwood Trust (RWT) in Q4 2023, closing a stake of 334 shares — an estimated $2.38K sold.

Sugarloaf Wealth Management first reported a position in RWT in Q4 2019 and held it in 16 quarters. The position peaked at $6K in Q4 2019. 211 funds tracked by Wall St. Rank hold RWT as of Q4 2023.

Sugarloaf Wealth Management reported no remaining Redwood Trust position as of Q4 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 334 Redwood Trust shares in Q4 2023, an estimated $2.38K.
Sugarloaf Wealth Management first reported a position in Redwood Trust in Q4 2019 and held it in 16 quarters.
Sugarloaf Wealth Management's Redwood Trust position peaked at $6K in Q4 2019.
211 funds tracked by Wall St. Rank held Redwood Trust as of Q4 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.