BHWM
RC

Beaird Harris Wealth Management’s Ready Capital RC Stock Holding History

Beaird Harris 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
2024
Q1 		– Sell
-324
Closed -$3.32K – 647
2023
Q4 		$3.32K Buy
324
+108
+50% +$1.1K ﹤0.01% 418
2023
Q3 		$2.18K Buy
216
+3
+1% +$33 ﹤0.01% 356
2023
Q2 		$2.4K Buy
213
+13
+7% +$137 ﹤0.01% 363
2023
Q1 		$2.04K Buy
200
+130
+186% +$1.52K ﹤0.01% 375
2022
Q4 		$783 Sell
70
-5
-7% -$60 ﹤0.01% 653
2022
Q3 		$1K Buy
+75
New +$971 ﹤0.01% 452

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
WAM
Waterfall Asset Management New York $179M AUM 12.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Beaird Harris Wealth Management's RC Position: Q1 2024 in Review

Beaird Harris Wealth Management sold out of Ready Capital (RC) in Q1 2024, closing a stake of 324 shares — an estimated $3.32K sold.

Beaird Harris Wealth Management first reported a position in RC in Q3 2022 and held it in 6 quarters. The position peaked at $3.32K in Q4 2023. 268 funds tracked by Wall St. Rank hold RC as of Q1 2024.

  • Beaird Harris Wealth Management reported no remaining Ready Capital position as of Q1 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 324 Ready Capital shares in Q1 2024, an estimated $3.32K.
  • Beaird Harris Wealth Management first reported a position in Ready Capital in Q3 2022 and held it in 6 quarters.
  • Beaird Harris Wealth Management's Ready Capital position peaked at $3.32K in Q4 2023.
  • 268 funds tracked by Wall St. Rank held Ready Capital as of Q1 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.