AWM
RC

Axxcess Wealth Management’s Ready Capital RC Stock Holding History

Axxcess 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
2022
Q2 		– Sell
-29,152
Closed -$439K – 634
2022
Q1 		$439K Buy
+29,152
New +$437K 0.03% 384

Other funds holding RC

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axxcess Wealth Management's RC Position: Q2 2022 in Review

Axxcess Wealth Management sold out of Ready Capital (RC) in Q2 2022, closing a stake of 29,152 shares — an estimated $439K sold.

Axxcess Wealth Management first reported a position in RC in Q1 2022 and held it in 1 quarter. The position peaked at $439K in Q1 2022. 208 funds tracked by Wall St. Rank hold RC as of Q2 2022.

  • Axxcess Wealth Management reported no remaining Ready Capital position as of Q2 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 29,152 Ready Capital shares in Q2 2022, an estimated $439K.
  • Axxcess Wealth Management first reported a position in Ready Capital in Q1 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's Ready Capital position peaked at $439K in Q1 2022.
  • 208 funds tracked by Wall St. Rank held Ready Capital as of Q2 2022.

Based on Axxcess Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.