WP
RWT

WealthShield Partners’s Redwood Trust RWT Stock Holding History

WealthShield Partners’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
2022
Q2 		– Sell
-42,593
Closed -$449K – 326
2022
Q1 		$449K Buy
+42,593
New +$485K 0.07% 245
2021
Q4 		– Sell
-28,328
Closed -$365K – 299
2021
Q3 		$365K Buy
+28,328
New +$347K 0.1% 175
2021
Q2 		– Sell
-31,069
Closed -$323K – 1083
2021
Q1 		$323K Buy
31,069
+7,463
+32% +$71.7K 0.06% 197
2020
Q4 		$207K Buy
23,606
+2,824
+14% +$24.3K 0.04% 286
2020
Q3 		$156K Buy
+20,782
New +$147K 0.05% 256

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthShield Partners's RWT Position: Q2 2022 in Review

WealthShield Partners sold out of Redwood Trust (RWT) in Q2 2022, closing a stake of 42,593 shares — an estimated $449K sold.

WealthShield Partners first reported a position in RWT in Q3 2020 and held it in 5 quarters. The position peaked at $449K in Q1 2022. 208 funds tracked by Wall St. Rank hold RWT as of Q2 2022.

  • WealthShield Partners reported no remaining Redwood Trust position as of Q2 2022 after selling out during the quarter.
  • WealthShield Partners sold 42,593 Redwood Trust shares in Q2 2022, an estimated $449K.
  • WealthShield Partners first reported a position in Redwood Trust in Q3 2020 and held it in 5 quarters.
  • WealthShield Partners's Redwood Trust position peaked at $449K in Q1 2022.
  • 208 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2022.

Based on WealthShield Partners's 13F filing for Q2 2022, filed 11 Aug 2022.