OGF
RC

Orin Green Financial’s Ready Capital RC Stock Holding History

Orin Green Financial’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
2023
Q1 		– Sell
-66,252
Closed -$738K – 74
2022
Q4 		$738K Hold
66,252
– – 0.43% 37
2022
Q3 		$672K Hold
66,252
– – 0.44% 37
2022
Q2 		$802K Buy
+66,252
New +$933K 0.5% 33

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
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
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 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

Orin Green Financial's RC Position: Q1 2023 in Review

Orin Green Financial sold out of Ready Capital (RC) in Q1 2023, closing a stake of 66,252 shares — an estimated $738K sold.

Orin Green Financial first reported a position in RC in Q2 2022 and held it in 3 quarters. The position peaked at $802K in Q2 2022. 221 funds tracked by Wall St. Rank hold RC as of Q1 2023.

  • Orin Green Financial reported no remaining Ready Capital position as of Q1 2023 after selling out during the quarter.
  • Orin Green Financial sold 66,252 Ready Capital shares in Q1 2023, an estimated $738K.
  • Orin Green Financial first reported a position in Ready Capital in Q2 2022 and held it in 3 quarters.
  • Orin Green Financial's Ready Capital position peaked at $802K in Q2 2022.
  • 221 funds tracked by Wall St. Rank held Ready Capital as of Q1 2023.

Based on Orin Green Financial's 13F filing for Q1 2023, filed 12 May 2023.