SWP
YRD

Stratos Wealth Partners’s Yiren Digital YRD Stock Holding History

Stratos Wealth Partners’s Portfolio YRD Stock Details YRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,500
Closed -$28K – 2550
2018
Q3 		$28K Buy
+1,500
New +$27.4K ﹤0.01% 1719
2018
Q2 		– Sell
-1,000
Closed -$40K – 2629
2018
Q1 		$40K Buy
+1,000
New +$40.3K ﹤0.01% 1696

Other funds holding YRD

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Stratos Wealth Partners's YRD Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Yiren Digital (YRD) in Q4 2018, closing a stake of 1,500 shares — an estimated $28K sold.

Stratos Wealth Partners first reported a position in YRD in Q1 2018 and held it in 2 quarters. The position peaked at $40K in Q1 2018. 36 funds tracked by Wall St. Rank hold YRD as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Yiren Digital position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,500 Yiren Digital shares in Q4 2018, an estimated $28K.
  • Stratos Wealth Partners first reported a position in Yiren Digital in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Yiren Digital position peaked at $40K in Q1 2018.
  • 36 funds tracked by Wall St. Rank held Yiren Digital as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.