WAM
RWT

Wealthspire Advisors (Maryland)’s Redwood Trust RWT Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$391K Buy
51,986
+467
+0.9% +$3.3K 0.01% 311
2020
Q2 		$361K Buy
+51,519
New +$254K 0.03% 310
2019
Q2 		– Sell
-197
Closed -$3K – 1693
2019
Q1 		$3K Buy
197
+37
+23% +$585 ﹤0.01% 2042
2018
Q4 		$2K Buy
+160
New +$2.58K ﹤0.01% 2123

Other funds holding RWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RWT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Redwood Trust (RWT) stake by 0.91% in Q3 2020, buying an estimated $3.3K and bringing the position to 51,986 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #311.

Wealthspire Advisors (Maryland) first reported a position in RWT in Q4 2018 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold RWT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 51,986 shares of Redwood Trust worth $391K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 467 Redwood Trust shares in Q3 2020, an estimated $3.3K.
  • Redwood Trust made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #311 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Redwood Trust in Q4 2018 and has held it in 4 quarters since.
  • 176 funds tracked by Wall St. Rank held Redwood Trust as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.