PFGIA
LADR

Patriot Financial Group Insurance Agency’s Ladder Capital LADR Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio LADR Stock Details LADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-174
Closed -$2K – 1254
2022
Q2 		$2K Sell
174
-142
-45% -$1.61K ﹤0.01% 1774
2022
Q1 		$4K Sell
316
-120
-28% -$1.41K ﹤0.01% 1695
2021
Q4 		$5K Hold
436
– – ﹤0.01% 1712
2021
Q3 		$5K Buy
436
+262
+151% +$2.93K ﹤0.01% 1698
2021
Q2 		$2K Hold
174
– – ﹤0.01% 1882
2021
Q1 		$2K Buy
+174
New +$1.9K ﹤0.01% 1784
2019
Q1 		– Sell
-20
Closed -$342 – 1270
2018
Q4 		$0 Buy
+20
New +$339 ﹤0.01% 1060

Other funds holding LADR

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LADR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Ladder Capital (LADR) in Q3 2022, closing a stake of 174 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in LADR in Q4 2018 and held it in 7 quarters. The position peaked at $5K in Q4 2021. 176 funds tracked by Wall St. Rank hold LADR as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Ladder Capital position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 174 Ladder Capital shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Ladder Capital in Q4 2018 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's Ladder Capital position peaked at $5K in Q4 2021.
  • 176 funds tracked by Wall St. Rank held Ladder Capital as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.