TCI Wealth Advisors’s Redwood Trust RWT Stock Holding History

TCI 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 Q2	–	Sell	-850	Closed	-$5.73K	–	1836
2023 Q1	$5.73K	Hold	850	–	–	﹤0.01%	1433
2022 Q4	$5.75K	Buy	850 +594	+232%	+$4.15K	﹤0.01%	1431
2022 Q3	$1K	Hold	256	–	–	﹤0.01%	2148
2022 Q2	$2K	Hold	256	–	–	﹤0.01%	2037
2022 Q1	$3K	Sell	256 -301	-54%	-$3.43K	﹤0.01%	1913
2021 Q4	$7K	Buy	557 +62	+13%	+$838	﹤0.01%	1453
2021 Q3	$6K	Buy	495 +33	+7%	+$404	﹤0.01%	1499
2021 Q2	$6K	Buy	462 +206	+80%	+$2.3K	﹤0.01%	1355
2021 Q1	$3K	Hold	256	–	–	﹤0.01%	1578
2020 Q4	$2K	Hold	256	–	–	﹤0.01%	1263
2020 Q3	$2K	Hold	256	–	–	﹤0.01%	1164
2020 Q2	$2K	Sell	256 -134	-34%	-$661	﹤0.01%	1113
2020 Q1	$2K	Buy	+390	New	+$5.8K	﹤0.01%	1079

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TCI Wealth Advisors's RWT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Redwood Trust (RWT) in Q2 2023, closing a stake of 850 shares — an estimated $5.73K sold.

TCI Wealth Advisors first reported a position in RWT in Q1 2020 and held it in 13 quarters. The position peaked at $7K in Q4 2021. 206 funds tracked by Wall St. Rank hold RWT as of Q2 2023.

TCI Wealth Advisors reported no remaining Redwood Trust position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 850 Redwood Trust shares in Q2 2023, an estimated $5.73K.
TCI Wealth Advisors first reported a position in Redwood Trust in Q1 2020 and held it in 13 quarters.
TCI Wealth Advisors's Redwood Trust position peaked at $7K in Q4 2021.
206 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.