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

Wealthspire Advisors (New York)’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 Q4	–	Sell	-73,369	Closed	-$421K	–	601
2022 Q3	$421K	Buy	73,369 +2,862	+4%	+$22.1K	0.01%	367
2022 Q2	$544K	Buy	70,507 +2,020	+3%	+$18.6K	0.01%	303
2022 Q1	$721K	Buy	68,487 +1,314	+2%	+$15K	0.02%	222
2021 Q4	$886K	Buy	67,173 +8,744	+15%	+$118K	0.02%	244
2021 Q3	$753K	Buy	58,429 +940	+2%	+$11.5K	0.02%	290
2021 Q2	$694K	Buy	57,489 +607	+1%	+$6.77K	0.02%	194
2021 Q1	$592K	Buy	56,882 +935	+2%	+$8.98K	0.01%	354
2020 Q4	$491K	Buy	+55,947	New	+$481K	0.01%	313

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s RWT Position: Q4 2022 in Review

Wealthspire Advisors (New York) sold out of Redwood Trust (RWT) in Q4 2022, closing a stake of 73,369 shares — an estimated $421K sold.

Wealthspire Advisors (New York) first reported a position in RWT in Q4 2020 and held it in 8 quarters. The position peaked at $886K in Q4 2021. 203 funds tracked by Wall St. Rank hold RWT as of Q4 2022.

Wealthspire Advisors (New York) reported no remaining Redwood Trust position as of Q4 2022 after selling out during the quarter.
Wealthspire Advisors (New York) sold 73,369 Redwood Trust shares in Q4 2022, an estimated $421K.
Wealthspire Advisors (New York) first reported a position in Redwood Trust in Q4 2020 and held it in 8 quarters.
Wealthspire Advisors (New York)'s Redwood Trust position peaked at $886K in Q4 2021.
203 funds tracked by Wall St. Rank held Redwood Trust as of Q4 2022.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2022, filed 14 Feb 2023.