SWM
RC

Selective Wealth Management’s Ready Capital RC Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-8,716
Closed -$88K – 586
2022
Q3 		$88K Sell
8,716
-761
-8% -$9.85K 0.04% 226
2022
Q2 		$113K Buy
9,477
+5,276
+126% +$74.3K 0.04% 203
2022
Q1 		$63K Buy
+4,201
New +$63K 0.02% 268

Other funds holding RC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return

Selective Wealth Management's RC Position: Q4 2022 in Review

Selective Wealth Management sold out of Ready Capital (RC) in Q4 2022, closing a stake of 8,716 shares — an estimated $88K sold.

Selective Wealth Management first reported a position in RC in Q1 2022 and held it in 3 quarters. The position peaked at $113K in Q2 2022. 224 funds tracked by Wall St. Rank hold RC as of Q4 2022.

  • Selective Wealth Management reported no remaining Ready Capital position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 8,716 Ready Capital shares in Q4 2022, an estimated $88K.
  • Selective Wealth Management first reported a position in Ready Capital in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Ready Capital position peaked at $113K in Q2 2022.
  • 224 funds tracked by Wall St. Rank held Ready Capital as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.