SWM
R icon

SeaCrest Wealth Management’s Ryder R Stock Holding History

SeaCrest Wealth Management’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,049
Closed -$75K – 1296
2022
Q2 		$75K Buy
+1,049
New +$77K 0.01% 960
2019
Q4 		– Sell
-4,024
Closed -$208K – 578
2019
Q3 		$208K Sell
4,024
-99
-2% -$5.17K 0.04% 486
2019
Q2 		$240K Buy
4,123
+700
+20% +$41.7K 0.05% 425
2019
Q1 		$212K Hold
3,423
– – 0.04% 445
2018
Q4 		$165K Buy
3,423
+1,000
+41% +$57.3K 0.03% 483
2018
Q3 		$177K Hold
2,423
– – 0.03% 549
2018
Q2 		$174K Hold
2,423
– – 0.03% 541
2018
Q1 		$176K Hold
2,423
– – 0.03% 520
2017
Q4 		$204K Buy
+2,423
New +$198K 0.04% 484

Other funds holding R

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return