BWA
RC

BDO Wealth Advisors’s Ready Capital RC Stock Holding History

BDO Wealth Advisors’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
Q3 		– Sell
-40
Closed – – 1119
2022
Q2 		$0 Hold
40
– – ﹤0.01% 1101
2022
Q1 		$1K Hold
40
– – ﹤0.01% 1019
2021
Q4 		$1K Hold
40
– – ﹤0.01% 1050
2021
Q3 		$1K Hold
40
– – ﹤0.01% 1020
2021
Q2 		$1K Hold
40
– – ﹤0.01% 1068
2021
Q1 		$1K Hold
40
– – ﹤0.01% 1102
2020
Q4 		$0 Hold
40
– – ﹤0.01% 983
2020
Q3 		$0 Buy
+40
New +$381 ﹤0.01% 934

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
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
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's RC Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Ready Capital (RC) in Q3 2022, closing a stake of 40 shares.

BDO Wealth Advisors first reported a position in RC in Q3 2020 and held it in 8 quarters. The position peaked at $1K in Q1 2022. 210 funds tracked by Wall St. Rank hold RC as of Q3 2022.

  • BDO Wealth Advisors reported no remaining Ready Capital position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 40 Ready Capital shares in Q3 2022.
  • BDO Wealth Advisors first reported a position in Ready Capital in Q3 2020 and held it in 8 quarters.
  • BDO Wealth Advisors's Ready Capital position peaked at $1K in Q1 2022.
  • 210 funds tracked by Wall St. Rank held Ready Capital as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.