SWM
LADR

Selective Wealth Management’s Ladder Capital LADR Stock Holding History

Selective Wealth Management’s Portfolio LADR Stock Details LADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-636
Closed -$8K – 524
2021
Q1 		$8K Buy
+636
New +$6.93K 0.01% 277

Other funds holding LADR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Selective Wealth Management's LADR Position: Q2 2021 in Review

Selective Wealth Management sold out of Ladder Capital (LADR) in Q2 2021, closing a stake of 636 shares — an estimated $8K sold.

Selective Wealth Management first reported a position in LADR in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 167 funds tracked by Wall St. Rank hold LADR as of Q2 2021.

  • Selective Wealth Management reported no remaining Ladder Capital position as of Q2 2021 after selling out during the quarter.
  • Selective Wealth Management sold 636 Ladder Capital shares in Q2 2021, an estimated $8K.
  • Selective Wealth Management first reported a position in Ladder Capital in Q1 2021 and held it in 1 quarter.
  • Selective Wealth Management's Ladder Capital position peaked at $8K in Q1 2021.
  • 167 funds tracked by Wall St. Rank held Ladder Capital as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.