BWA
RC

BlueSky Wealth Advisors’s Ready Capital RC Stock Holding History

BlueSky 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
2023
Q3 		– Sell
-27,395
Closed -$309K – 77
2023
Q2 		$309K Buy
+27,395
New +$289K 0.06% 59

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlueSky Wealth Advisors's RC Position: Q3 2023 in Review

BlueSky Wealth Advisors sold out of Ready Capital (RC) in Q3 2023, closing a stake of 27,395 shares — an estimated $309K sold.

BlueSky Wealth Advisors first reported a position in RC in Q2 2023 and held it in 1 quarter. The position peaked at $309K in Q2 2023. 264 funds tracked by Wall St. Rank hold RC as of Q3 2023.

  • BlueSky Wealth Advisors reported no remaining Ready Capital position as of Q3 2023 after selling out during the quarter.
  • BlueSky Wealth Advisors sold 27,395 Ready Capital shares in Q3 2023, an estimated $309K.
  • BlueSky Wealth Advisors first reported a position in Ready Capital in Q2 2023 and held it in 1 quarter.
  • BlueSky Wealth Advisors's Ready Capital position peaked at $309K in Q2 2023.
  • 264 funds tracked by Wall St. Rank held Ready Capital as of Q3 2023.

Based on BlueSky Wealth Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.