BWM
LADR

BerganKDV Wealth Management’s Ladder Capital LADR Stock Holding History

BerganKDV 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
2021
Q3 		– Sell
-830
Closed -$10K – 1072
2021
Q2 		$10K Sell
830
-330
-28% -$3.87K ﹤0.01% 606
2021
Q1 		$14K Sell
1,160
-371
-24% -$4.04K ﹤0.01% 530
2020
Q4 		$15K Buy
1,531
+42
+3% +$357 ﹤0.01% 517
2020
Q3 		$11K Buy
1,489
+36
+2% +$271 ﹤0.01% 498
2020
Q2 		$12K Buy
1,453
+93
+7% +$698 ﹤0.01% 518
2020
Q1 		$6K Buy
1,360
+25
+2% +$380 ﹤0.01% 560
2019
Q4 		$24K Buy
1,335
+26
+2% +$449 ﹤0.01% 423
2019
Q3 		$23K Buy
1,309
+26
+2% +$440 ﹤0.01% 416
2019
Q2 		$21K Buy
1,283
+31
+2% +$516 ﹤0.01% 422
2019
Q1 		$21K Sell
1,252
-248
-17% -$4.24K ﹤0.01% 431
2018
Q4 		$23K Buy
1,500
+28
+2% +$475 0.01% 378
2018
Q3 		$25K Buy
1,472
+29
+2% +$484 0.01% 400
2018
Q2 		$23K Buy
+1,443
New +$21.7K 0.01% 416

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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BerganKDV Wealth Management's LADR Position: Q3 2021 in Review

BerganKDV Wealth Management sold out of Ladder Capital (LADR) in Q3 2021, closing a stake of 830 shares — an estimated $10K sold.

BerganKDV Wealth Management first reported a position in LADR in Q2 2018 and held it in 13 quarters. The position peaked at $25K in Q3 2018. 176 funds tracked by Wall St. Rank hold LADR as of Q3 2021.

  • BerganKDV Wealth Management reported no remaining Ladder Capital position as of Q3 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 830 Ladder Capital shares in Q3 2021, an estimated $10K.
  • BerganKDV Wealth Management first reported a position in Ladder Capital in Q2 2018 and held it in 13 quarters.
  • BerganKDV Wealth Management's Ladder Capital position peaked at $25K in Q3 2018.
  • 176 funds tracked by Wall St. Rank held Ladder Capital as of Q3 2021.

Based on BerganKDV Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.