RJFSA
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Raymond James Financial Services Advisors’s loanDepot LDI Stock Holding History

Raymond James Financial Services Advisors’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,375
Closed -$47K – 3351
2022
Q1 		$47K Buy
+11,375
New +$49.4K ﹤0.01% 3196
2021
Q4 		– Sell
-12,483
Closed -$85K – 3391
2021
Q3 		$85K Buy
+12,483
New +$116K ﹤0.01% 3133

Other funds holding LDI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return
HV
HST Ventures Park City, Utah $366M AUM 42.6% 1-Year Est. Return

Raymond James Financial Services Advisors's LDI Position: Q2 2022 in Review

Raymond James Financial Services Advisors sold out of loanDepot (LDI) in Q2 2022, closing a stake of 11,375 shares — an estimated $47K sold.

Raymond James Financial Services Advisors first reported a position in LDI in Q3 2021 and held it in 2 quarters. The position peaked at $85K in Q3 2021. 50 funds tracked by Wall St. Rank hold LDI as of Q2 2022.

  • Raymond James Financial Services Advisors reported no remaining loanDepot position as of Q2 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 11,375 loanDepot shares in Q2 2022, an estimated $47K.
  • Raymond James Financial Services Advisors first reported a position in loanDepot in Q3 2021 and held it in 2 quarters.
  • Raymond James Financial Services Advisors's loanDepot position peaked at $85K in Q3 2021.
  • 50 funds tracked by Wall St. Rank held loanDepot as of Q2 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.