EWA
LADR

Evolution Wealth Advisors’s Ladder Capital LADR Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-1,750
Closed -$19K – 413
2021
Q3 		$19K Hold
1,750
– – ﹤0.01% 319
2021
Q2 		$20K Buy
+1,750
New +$20.5K ﹤0.01% 305

Other funds holding LADR

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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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 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
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Evolution Wealth Advisors's LADR Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Ladder Capital (LADR) in Q4 2021, closing a stake of 1,750 shares — an estimated $19K sold.

Evolution Wealth Advisors first reported a position in LADR in Q2 2021 and held it in 2 quarters. The position peaked at $20K in Q2 2021. 168 funds tracked by Wall St. Rank hold LADR as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Ladder Capital position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,750 Ladder Capital shares in Q4 2021, an estimated $19K.
  • Evolution Wealth Advisors first reported a position in Ladder Capital in Q2 2021 and held it in 2 quarters.
  • Evolution Wealth Advisors's Ladder Capital position peaked at $20K in Q2 2021.
  • 168 funds tracked by Wall St. Rank held Ladder Capital as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.