PFO
RC

Pathstone Family Office’s Ready Capital RC Stock Holding History

Pathstone Family Office’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
-21,232
Closed -$50.4K – 1343
2022
Q4 		$50.4K Buy
+21,232
New +$255K ﹤0.01% 1215

Other funds holding RC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return

Pathstone Family Office's RC Position: Q1 2023 in Review

Pathstone Family Office sold out of Ready Capital (RC) in Q1 2023, closing a stake of 21,232 shares — an estimated $50.4K sold.

Pathstone Family Office first reported a position in RC in Q4 2022 and held it in 1 quarter. The position peaked at $50.4K in Q4 2022. 221 funds tracked by Wall St. Rank hold RC as of Q1 2023.

  • Pathstone Family Office reported no remaining Ready Capital position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 21,232 Ready Capital shares in Q1 2023, an estimated $50.4K.
  • Pathstone Family Office first reported a position in Ready Capital in Q4 2022 and held it in 1 quarter.
  • Pathstone Family Office's Ready Capital position peaked at $50.4K in Q4 2022.
  • 221 funds tracked by Wall St. Rank held Ready Capital as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.