HWMA
RC

Heritage Wealth Management (Arizona)’s Ready Capital RC Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q3 		$1K Sell
17
-16
-48% -$242 ﹤0.01% 865
2021
Q2 		$1K Buy
+33
New +$489 ﹤0.01% 878

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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s RC Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) reduced its Ready Capital (RC) stake by 48% in Q3 2021, selling an estimated $242 and leaving 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Heritage Wealth Management (Arizona) first reported a position in RC in Q2 2021 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold RC as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 17 shares of Ready Capital worth $1K as of Q3 2021.
  • Heritage Wealth Management (Arizona) sold 16 Ready Capital shares in Q3 2021, an estimated $242.
  • Ready Capital made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #865 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Ready Capital in Q2 2021 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Ready Capital as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.