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Pacific Capital Wealth Advisors’s Radian Group RDN Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio RDN Stock Details RDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-151
Closed -$5.05K – 645
2024
Q1 		$5.05K Buy
+151
New +$4.45K ﹤0.01% 314

Other funds holding RDN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pacific Capital Wealth Advisors's RDN Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Radian Group (RDN) in Q2 2024, closing a stake of 151 shares — an estimated $5.05K sold.

Pacific Capital Wealth Advisors first reported a position in RDN in Q1 2024 and held it in 1 quarter. The position peaked at $5.05K in Q1 2024. 318 funds tracked by Wall St. Rank hold RDN as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Radian Group position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 151 Radian Group shares in Q2 2024, an estimated $5.05K.
  • Pacific Capital Wealth Advisors first reported a position in Radian Group in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Radian Group position peaked at $5.05K in Q1 2024.
  • 318 funds tracked by Wall St. Rank held Radian Group as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.