RWM
LFT

Ritholtz Wealth Management’s Lument Finance Trust LFT Stock Holding History

Ritholtz Wealth Management’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,310
Closed -$89K – 586
2021
Q4 		$89K Sell
2,310
-1,071
-32% -$41.8K 0.01% 529
2021
Q3 		$134K Buy
3,381
+1,378
+69% +$55.8K 0.01% 489
2021
Q2 		$84K Buy
+2,003
New +$77.3K 0.01% 495

Other funds holding LFT

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return

Ritholtz Wealth Management's LFT Position: Q1 2022 in Review

Ritholtz Wealth Management sold out of Lument Finance Trust (LFT) in Q1 2022, closing a stake of 2,310 shares — an estimated $89K sold.

Ritholtz Wealth Management first reported a position in LFT in Q2 2021 and held it in 3 quarters. The position peaked at $134K in Q3 2021. 33 funds tracked by Wall St. Rank hold LFT as of Q1 2022.

  • Ritholtz Wealth Management reported no remaining Lument Finance Trust position as of Q1 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 2,310 Lument Finance Trust shares in Q1 2022, an estimated $89K.
  • Ritholtz Wealth Management first reported a position in Lument Finance Trust in Q2 2021 and held it in 3 quarters.
  • Ritholtz Wealth Management's Lument Finance Trust position peaked at $134K in Q3 2021.
  • 33 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2022.

Based on Ritholtz Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.