MFA
RC

Morling Financial Advisors’s Ready Capital RC Stock Holding History

Morling Financial Advisors’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
2022
Q4 		– Sell
-10,793
Closed -$109K – 76
2022
Q3 		$109K Sell
10,793
-49,823
-82% -$645K 0.15% 49
2022
Q2 		$723K Buy
+60,616
New +$854K 0.94% 24

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return

Morling Financial Advisors's RC Position: Q4 2022 in Review

Morling Financial Advisors sold out of Ready Capital (RC) in Q4 2022, closing a stake of 10,793 shares — an estimated $109K sold.

Morling Financial Advisors first reported a position in RC in Q2 2022 and held it in 2 quarters. The position peaked at $723K in Q2 2022. 224 funds tracked by Wall St. Rank hold RC as of Q4 2022.

  • Morling Financial Advisors reported no remaining Ready Capital position as of Q4 2022 after selling out during the quarter.
  • Morling Financial Advisors sold 10,793 Ready Capital shares in Q4 2022, an estimated $109K.
  • Morling Financial Advisors first reported a position in Ready Capital in Q2 2022 and held it in 2 quarters.
  • Morling Financial Advisors's Ready Capital position peaked at $723K in Q2 2022.
  • 224 funds tracked by Wall St. Rank held Ready Capital as of Q4 2022.

Based on Morling Financial Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.