SWRP
RAMP icon

Summit Wealth & Retirement Planning’s LiveRamp RAMP Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio RAMP Stock Details RAMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,295
Closed -$201K – 88
2021
Q2 		$201K Sell
4,295
-120
-3% -$5.77K 0.07% 78
2021
Q1 		$229K Sell
4,415
-2,233
-34% -$152K 0.09% 92
2020
Q4 		$487K Sell
6,648
-2,776
-29% -$177K 0.18% 83
2020
Q3 		$488K Sell
9,424
-598
-6% -$29.9K 0.21% 74
2020
Q2 		$426K Sell
10,022
-595
-6% -$23.4K 0.2% 80
2020
Q1 		$350K Buy
10,617
+1,586
+18% +$60.1K 0.19% 83
2019
Q4 		$434K Sell
9,031
-45
-0.5% -$2.02K 0.19% 91
2019
Q3 		$390K Buy
+9,076
New +$422K 0.24% 84

Other funds holding RAMP

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Wealth & Retirement Planning's RAMP Position: Q3 2021 in Review

Summit Wealth & Retirement Planning sold out of LiveRamp (RAMP) in Q3 2021, closing a stake of 4,295 shares — an estimated $201K sold.

Summit Wealth & Retirement Planning first reported a position in RAMP in Q3 2019 and held it in 8 quarters. The position peaked at $488K in Q3 2020. 226 funds tracked by Wall St. Rank hold RAMP as of Q3 2021.

  • Summit Wealth & Retirement Planning reported no remaining LiveRamp position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 4,295 LiveRamp shares in Q3 2021, an estimated $201K.
  • Summit Wealth & Retirement Planning first reported a position in LiveRamp in Q3 2019 and held it in 8 quarters.
  • Summit Wealth & Retirement Planning's LiveRamp position peaked at $488K in Q3 2020.
  • 226 funds tracked by Wall St. Rank held LiveRamp as of Q3 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2021, filed 12 Nov 2021.