Crewe Advisors’s Ready Capital RC Stock Holding History

Crewe 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 Q4	–	Sell	-167	Closed	-$2K	–	1213
2022 Q3	$2K	Buy	+167	New	+$2.16K	﹤0.01%	1065

Other funds holding RC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

SIA

Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return

Crewe Advisors's RC Position: Q4 2022 in Review

Crewe Advisors sold out of Ready Capital (RC) in Q4 2022, closing a stake of 167 shares — an estimated $2K sold.

Crewe Advisors first reported a position in RC in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 224 funds tracked by Wall St. Rank hold RC as of Q4 2022.

Crewe Advisors reported no remaining Ready Capital position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 167 Ready Capital shares in Q4 2022, an estimated $2K.
Crewe Advisors first reported a position in Ready Capital in Q3 2022 and held it in 1 quarter.
Crewe Advisors's Ready Capital position peaked at $2K in Q3 2022.
224 funds tracked by Wall St. Rank held Ready Capital as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.