AWS
LADR

Atria Wealth Solutions’s Ladder Capital LADR Stock Holding History

Atria Wealth Solutions’s Portfolio LADR Stock Details LADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,860
Closed -$156K – 1992
2024
Q2 		$156K Buy
13,860
+110
+0.8% +$1.21K ﹤0.01% 1819
2024
Q1 		$153K Buy
13,750
+111
+0.8% +$1.22K ﹤0.01% 1854
2023
Q4 		$157K Buy
13,639
+117
+0.9% +$1.25K ﹤0.01% 1820
2023
Q3 		$139K Buy
13,522
+95
+0.7% +$1.03K ﹤0.01% 1752
2023
Q2 		$146K Sell
13,427
-5
-0% -$48 ﹤0.01% 1750
2023
Q1 		$127K Buy
13,432
+93
+0.7% +$986 ﹤0.01% 1738
2022
Q4 		$134K Buy
13,339
+102
+0.8% +$1.06K ﹤0.01% 1672
2022
Q3 		$119K Buy
13,237
+88
+0.7% +$971 ﹤0.01% 1618
2022
Q2 		$139K Sell
13,149
-2,394
-15% -$27.2K ﹤0.01% 1500
2022
Q1 		$184K Buy
+15,543
New +$183K ﹤0.01% 1610

Other funds holding LADR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Atria Wealth Solutions's LADR Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Ladder Capital (LADR) in Q3 2024, closing a stake of 13,860 shares — an estimated $156K sold.

Atria Wealth Solutions first reported a position in LADR in Q1 2022 and held it in 10 quarters. The position peaked at $184K in Q1 2022. 202 funds tracked by Wall St. Rank hold LADR as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Ladder Capital position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 13,860 Ladder Capital shares in Q3 2024, an estimated $156K.
  • Atria Wealth Solutions first reported a position in Ladder Capital in Q1 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's Ladder Capital position peaked at $184K in Q1 2022.
  • 202 funds tracked by Wall St. Rank held Ladder Capital as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.