RA
YRD

RFG Advisory’s Yiren Digital YRD Stock Holding History

RFG Advisory’s Portfolio YRD Stock Details YRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-158,586
Closed -$715K – 749
2024
Q1 		$715K Buy
+158,586
New +$754K 0.02% 423

Other funds holding YRD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

RFG Advisory's YRD Position: Q2 2024 in Review

RFG Advisory sold out of Yiren Digital (YRD) in Q2 2024, closing a stake of 158,586 shares — an estimated $715K sold.

RFG Advisory first reported a position in YRD in Q1 2024 and held it in 1 quarter. The position peaked at $715K in Q1 2024. 28 funds tracked by Wall St. Rank hold YRD as of Q2 2024.

  • RFG Advisory reported no remaining Yiren Digital position as of Q2 2024 after selling out during the quarter.
  • RFG Advisory sold 158,586 Yiren Digital shares in Q2 2024, an estimated $715K.
  • RFG Advisory first reported a position in Yiren Digital in Q1 2024 and held it in 1 quarter.
  • RFG Advisory's Yiren Digital position peaked at $715K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held Yiren Digital as of Q2 2024.

Based on RFG Advisory's 13F filing for Q2 2024, filed 15 Jul 2024.