HWMA
LADR

Heritage Wealth Management (Arizona)’s Ladder Capital LADR Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q3 		– Sell
-222
Closed -$2.34K – 1061
2022
Q2 		$2.34K Buy
+222
New +$2.52K ﹤0.01% 870

Other funds holding LADR

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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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s LADR Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Ladder Capital (LADR) in Q3 2022, closing a stake of 222 shares — an estimated $2.34K sold.

Heritage Wealth Management (Arizona) first reported a position in LADR in Q2 2022 and held it in 1 quarter. The position peaked at $2.34K in Q2 2022. 176 funds tracked by Wall St. Rank hold LADR as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Ladder Capital position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 222 Ladder Capital shares in Q3 2022, an estimated $2.34K.
  • Heritage Wealth Management (Arizona) first reported a position in Ladder Capital in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Ladder Capital position peaked at $2.34K in Q2 2022.
  • 176 funds tracked by Wall St. Rank held Ladder Capital as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.