FWM
LADR

Focused Wealth Management’s Ladder Capital LADR Stock Holding History

Focused 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
2024
Q1 		– Sell
-269
Closed -$3.1K – 602
2023
Q4 		$3.1K Buy
269
+6
+2% +$64 ﹤0.01% 725
2023
Q3 		$2.7K Buy
263
+5
+2% +$54 ﹤0.01% 736
2023
Q2 		$2.79K Buy
258
+7
+3% +$68 ﹤0.01% 762
2023
Q1 		$2.37K Buy
251
+5
+2% +$53 ﹤0.01% 779
2022
Q4 		$2.47K Buy
246
+6
+3% +$62 ﹤0.01% 759
2022
Q3 		$2K Buy
240
+4
+2% +$44 ﹤0.01% 761
2022
Q2 		$2K Buy
236
+4
+2% +$45 ﹤0.01% 739
2022
Q1 		$3K Buy
232
+4
+2% +$47 ﹤0.01% 747
2021
Q4 		$3K Buy
228
+4
+2% +$47 ﹤0.01% 757
2021
Q3 		$2K Buy
224
+3
+1% +$34 ﹤0.01% 814
2021
Q2 		$3K Buy
221
+4
+2% +$47 ﹤0.01% 787
2021
Q1 		$3K Buy
217
+4
+2% +$44 ﹤0.01% 775
2020
Q4 		$2K Buy
213
+6
+3% +$51 ﹤0.01% 739
2020
Q3 		$1K Buy
207
+5
+2% +$38 ﹤0.01% 734
2020
Q2 		$2K Hold
202
– – ﹤0.01% 677
2020
Q1 		$1K Hold
202
– – ﹤0.01% 660
2019
Q4 		$4K Hold
202
– – ﹤0.01% 597
2019
Q3 		$3K Hold
202
– – ﹤0.01% 610
2019
Q2 		$3K Hold
202
– – ﹤0.01% 641
2019
Q1 		$3K Buy
202
+2
+1% +$34 ﹤0.01% 599
2018
Q4 		$3K Hold
200
– – ﹤0.01% 588
2018
Q3 		$3K Hold
200
– – ﹤0.01% 563
2018
Q2 		$3K Sell
200
-12,703
-98% -$191K ﹤0.01% 558
2018
Q1 		$195K Hold
12,903
– – 0.06% 159
2017
Q4 		$176K Buy
+12,903
New +$177K 0.06% 170

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focused Wealth Management's LADR Position: Q1 2024 in Review

Focused Wealth Management sold out of Ladder Capital (LADR) in Q1 2024, closing a stake of 269 shares — an estimated $3.1K sold.

Focused Wealth Management first reported a position in LADR in Q4 2017 and held it in 25 quarters. The position peaked at $195K in Q1 2018. 197 funds tracked by Wall St. Rank hold LADR as of Q1 2024.

  • Focused Wealth Management reported no remaining Ladder Capital position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 269 Ladder Capital shares in Q1 2024, an estimated $3.1K.
  • Focused Wealth Management first reported a position in Ladder Capital in Q4 2017 and held it in 25 quarters.
  • Focused Wealth Management's Ladder Capital position peaked at $195K in Q1 2018.
  • 197 funds tracked by Wall St. Rank held Ladder Capital as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.