SS
RC

Simplicity Solutions’s Ready Capital RC Stock Holding History

Simplicity Solutions’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
-10,255
Closed -$116K – 1071
2023
Q2 		$116K Buy
+10,255
New +$108K ﹤0.01% 1001
2020
Q1 		– Sell
-43,888
Closed -$677K – 872
2019
Q4 		$677K Buy
43,888
+21,989
+100% +$346K 0.02% 469
2019
Q3 		$349K Buy
21,899
+5,432
+33% +$82.4K 0.01% 498
2019
Q2 		$245K Buy
+16,467
New +$244K 0.01% 569

Other funds holding RC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplicity Solutions's RC Position: Q3 2023 in Review

Simplicity Solutions sold out of Ready Capital (RC) in Q3 2023, closing a stake of 10,255 shares — an estimated $116K sold.

Simplicity Solutions first reported a position in RC in Q2 2019 and held it in 4 quarters. The position peaked at $677K in Q4 2019. 264 funds tracked by Wall St. Rank hold RC as of Q3 2023.

  • Simplicity Solutions reported no remaining Ready Capital position as of Q3 2023 after selling out during the quarter.
  • Simplicity Solutions sold 10,255 Ready Capital shares in Q3 2023, an estimated $116K.
  • Simplicity Solutions first reported a position in Ready Capital in Q2 2019 and held it in 4 quarters.
  • Simplicity Solutions's Ready Capital position peaked at $677K in Q4 2019.
  • 264 funds tracked by Wall St. Rank held Ready Capital as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.