AWM
RC

Avior Wealth Management’s Ready Capital RC Stock Holding History

Avior Wealth Management’s Portfolio RC Stock Details RC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,345
Closed -$22.8K – 1954
2024
Q4 		$22.8K Hold
3,345
– – ﹤0.01% 1382
2024
Q3 		$25.5K Hold
3,345
– – ﹤0.01% 1322
2024
Q2 		$27.4K Buy
3,345
+74
+2% +$631 ﹤0.01% 1283
2024
Q1 		$29.9K Buy
3,271
+1,346
+70% +$12.5K ﹤0.01% 1444
2023
Q4 		$19.7K Sell
1,925
-719
-27% -$7.31K ﹤0.01% 889
2023
Q3 		$26.7K Buy
2,644
+21
+0.8% +$231 ﹤0.01% 899
2023
Q2 		$29.6K Buy
2,623
+1,833
+232% +$19.4K ﹤0.01% 865
2023
Q1 		$8.03K Buy
+790
New +$9.24K ﹤0.01% 1094

Other funds holding RC

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
Waterfall Asset Management New York $179M AUM 12.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avior Wealth Management's RC Position: Q1 2025 in Review

Avior Wealth Management sold out of Ready Capital (RC) in Q1 2025, closing a stake of 3,345 shares — an estimated $22.8K sold.

Avior Wealth Management first reported a position in RC in Q1 2023 and held it in 8 quarters. The position peaked at $29.9K in Q1 2024. 312 funds tracked by Wall St. Rank hold RC as of Q1 2025.

  • Avior Wealth Management reported no remaining Ready Capital position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,345 Ready Capital shares in Q1 2025, an estimated $22.8K.
  • Avior Wealth Management first reported a position in Ready Capital in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Ready Capital position peaked at $29.9K in Q1 2024.
  • 312 funds tracked by Wall St. Rank held Ready Capital as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.