Safeguard Financial’s Ready Capital RC Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-5,777	Closed	-$65K	–	436
2023 Q2	$65K	Buy	+5,777	New	+$61K	0.03%	133

Other funds holding RC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Safeguard Financial's RC Position: Q3 2023 in Review

Safeguard Financial sold out of Ready Capital (RC) in Q3 2023, closing a stake of 5,777 shares — an estimated $65K sold.

Safeguard Financial first reported a position in RC in Q2 2023 and held it in 1 quarter. The position peaked at $65K in Q2 2023. 264 funds tracked by Wall St. Rank hold RC as of Q3 2023.

Safeguard Financial reported no remaining Ready Capital position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 5,777 Ready Capital shares in Q3 2023, an estimated $65K.
Safeguard Financial first reported a position in Ready Capital in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Ready Capital position peaked at $65K in Q2 2023.
264 funds tracked by Wall St. Rank held Ready Capital as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.