IWC
LDI icon

Integrated Wealth Concepts’s loanDepot LDI Stock Holding History

Integrated Wealth Concepts’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,539
Closed -$37.1K – 1684
2023
Q4 		$37.1K Buy
+10,539
New +$19.8K ﹤0.01% 1568

Other funds holding LDI

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Integrated Wealth Concepts's LDI Position: Q1 2024 in Review

Integrated Wealth Concepts sold out of loanDepot (LDI) in Q1 2024, closing a stake of 10,539 shares — an estimated $37.1K sold.

Integrated Wealth Concepts first reported a position in LDI in Q4 2023 and held it in 1 quarter. The position peaked at $37.1K in Q4 2023. 71 funds tracked by Wall St. Rank hold LDI as of Q1 2024.

  • Integrated Wealth Concepts reported no remaining loanDepot position as of Q1 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,539 loanDepot shares in Q1 2024, an estimated $37.1K.
  • Integrated Wealth Concepts first reported a position in loanDepot in Q4 2023 and held it in 1 quarter.
  • Integrated Wealth Concepts's loanDepot position peaked at $37.1K in Q4 2023.
  • 71 funds tracked by Wall St. Rank held loanDepot as of Q1 2024.

Based on Integrated Wealth Concepts's 13F filing for Q1 2024, filed 15 May 2024.