PFGIA
RC

Patriot Financial Group Insurance Agency’s Ready Capital RC Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-775
Closed -$9K – 1587
2022
Q2 		$9K Buy
775
+200
+35% +$2.82K ﹤0.01% 1308
2022
Q1 		$9K Buy
+575
New +$8.62K ﹤0.01% 1409

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 $1.8B AUM 27.41% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Ready Capital (RC) in Q3 2022, closing a stake of 775 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in RC in Q1 2022 and held it in 2 quarters. The position peaked at $9K in Q2 2022. 210 funds tracked by Wall St. Rank hold RC as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Ready Capital position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 775 Ready Capital shares in Q3 2022, an estimated $9K.
  • Patriot Financial Group Insurance Agency first reported a position in Ready Capital in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Ready Capital position peaked at $9K in Q2 2022.
  • 210 funds tracked by Wall St. Rank held Ready Capital as of Q3 2022.

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