Waldron Private Wealth’s Redfin RDFN Stock Holding History

Waldron Private Wealth’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
2022 Q1	–	Sell	-5,397	Closed	-$207K	–	412
2021 Q4	$207K	Buy	5,397 +382	+8%	+$17.4K	0.01%	360
2021 Q3	$251K	Hold	5,015	–	–	0.01%	313
2021 Q2	$318K	Hold	5,015	–	–	0.02%	264
2021 Q1	$333K	Hold	5,015	–	–	0.02%	233
2020 Q4	$344K	Hold	5,015	–	–	0.03%	214
2020 Q3	$250K	Hold	5,015	–	–	0.02%	230
2020 Q2	$210K	Buy	+5,015	New	+$132K	0.02%	238

Other funds holding RDFN

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waldron Private Wealth's RDFN Position: Q1 2022 in Review

Waldron Private Wealth sold out of Redfin (RDFN) in Q1 2022, closing a stake of 5,397 shares — an estimated $207K sold.

Waldron Private Wealth first reported a position in RDFN in Q2 2020 and held it in 7 quarters. The position peaked at $344K in Q4 2020. 240 funds tracked by Wall St. Rank hold RDFN as of Q1 2022.

Waldron Private Wealth reported no remaining Redfin position as of Q1 2022 after selling out during the quarter.
Waldron Private Wealth sold 5,397 Redfin shares in Q1 2022, an estimated $207K.
Waldron Private Wealth first reported a position in Redfin in Q2 2020 and held it in 7 quarters.
Waldron Private Wealth's Redfin position peaked at $344K in Q4 2020.
240 funds tracked by Wall St. Rank held Redfin as of Q1 2022.

Based on Waldron Private Wealth's 13F filing for Q1 2022, filed 4 May 2022.