SWA
RWT

Sutton Wealth Advisors’s Redwood Trust RWT Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-2,828
Closed -$19.1K – 1411
2022
Q4 		$19.1K Sell
2,828
-404
-13% -$2.82K 0.01% 709
2022
Q3 		$18.6K Buy
3,232
+74
+2% +$572 0.01% 686
2022
Q2 		$24.3K Hold
3,158
– – 0.01% 600
2022
Q1 		$33.3K Sell
3,158
-27
-0.8% -$307 0.01% 536
2021
Q4 		$42K Buy
3,185
+27
+0.9% +$365 0.01% 474
2021
Q3 		$40.7K Hold
3,158
– – 0.02% 457
2021
Q2 		$38.1K Hold
3,158
– – 0.01% 485
2021
Q1 		$32.9K Hold
3,158
– – 0.01% 521
2020
Q4 		$27.7K Hold
3,158
– – 0.01% 520
2020
Q3 		$23.7K Sell
3,158
-2,250
-42% -$15.9K 0.01% 496
2020
Q2 		$37.9K Buy
5,408
+2,972
+122% +$14.7K 0.02% 367
2020
Q1 		$12.3K Buy
2,436
+1,075
+79% +$16K 0.01% 600
2019
Q4 		$22.5K Hold
1,361
– – 0.01% 560
2019
Q3 		$22.3K Hold
1,361
– – 0.01% 546
2019
Q2 		$22.5K Hold
1,361
– – 0.01% 534
2019
Q1 		$22K Hold
1,361
– – 0.01% 544
2018
Q4 		$20.5K Buy
+1,361
New +$22K 0.01% 514

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Sutton Wealth Advisors's RWT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Redwood Trust (RWT) in Q1 2023, closing a stake of 2,828 shares — an estimated $19.1K sold.

Sutton Wealth Advisors first reported a position in RWT in Q4 2018 and held it in 17 quarters. The position peaked at $42K in Q4 2021. 196 funds tracked by Wall St. Rank hold RWT as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Redwood Trust position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,828 Redwood Trust shares in Q1 2023, an estimated $19.1K.
  • Sutton Wealth Advisors first reported a position in Redwood Trust in Q4 2018 and held it in 17 quarters.
  • Sutton Wealth Advisors's Redwood Trust position peaked at $42K in Q4 2021.
  • 196 funds tracked by Wall St. Rank held Redwood Trust as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.