WFA
RWT

Wipfli Financial Advisors’s Redwood Trust RWT Stock Holding History

Wipfli Financial 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
2022
Q3 		$14K Buy
+2,425
New +$18.8K ﹤0.01% 1721

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wipfli Financial Advisors's RWT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Redwood Trust (RWT) in Q3 2022: 2,425 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1721 among its holdings.

198 funds tracked by Wall St. Rank hold RWT as of Q3 2022.

  • Wipfli Financial Advisors held 2,425 shares of Redwood Trust worth $14K as of Q3 2022.
  • Redwood Trust was a new Wipfli Financial Advisors position in Q3 2022.
  • Redwood Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1721 holding.
  • 198 funds tracked by Wall St. Rank held Redwood Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.