AWM
LADR

Avior Wealth Management’s Ladder Capital LADR Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-33
Closed -$367 – 3048
2024
Q1 		$367 Buy
+33
New +$363 ﹤0.01% 2661
2023
Q4 		– Sell
-409
Closed -$4.2K – 1616
2023
Q3 		$4.2K Hold
409
– – ﹤0.01% 1243
2023
Q2 		$4.44K Hold
409
– – ﹤0.01% 1200
2023
Q1 		$3.87K Buy
+409
New +$4.33K ﹤0.01% 1265

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
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Avior Wealth Management's LADR Position: Q2 2024 in Review

Avior Wealth Management sold out of Ladder Capital (LADR) in Q2 2024, closing a stake of 33 shares — an estimated $367 sold.

Avior Wealth Management first reported a position in LADR in Q1 2023 and held it in 4 quarters. The position peaked at $4.44K in Q2 2023. 190 funds tracked by Wall St. Rank hold LADR as of Q2 2024.

  • Avior Wealth Management reported no remaining Ladder Capital position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 33 Ladder Capital shares in Q2 2024, an estimated $367.
  • Avior Wealth Management first reported a position in Ladder Capital in Q1 2023 and held it in 4 quarters.
  • Avior Wealth Management's Ladder Capital position peaked at $4.44K in Q2 2023.
  • 190 funds tracked by Wall St. Rank held Ladder Capital as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.