TCI Wealth Advisors’s Ready Capital RC Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-325	Closed	-$3.31K	–	1757
2023 Q1	$3.31K	Sell	325 -1,675	-84%	-$19.6K	﹤0.01%	1800
2022 Q4	$22.3K	Hold	2,000	–	–	﹤0.01%	646
2022 Q3	$20K	Hold	2,000	–	–	﹤0.01%	661
2022 Q2	$24K	Sell	2,000 -242	-11%	-$3.41K	﹤0.01%	586
2022 Q1	$34K	Hold	2,242	–	–	0.01%	509
2021 Q4	$35K	Buy	2,242 +14	+0.6%	+$218	0.01%	493
2021 Q3	$32K	Buy	2,228 +2,096	+1,588%	+$31.8K	﹤0.01%	532
2021 Q2	$2K	Hold	132	–	–	﹤0.01%	2074
2021 Q1	$2K	Buy	+132	New	+$1.71K	﹤0.01%	1862
2020 Q1	–	Sell	-188	Closed	-$3K	–	1705
2019 Q4	$3K	Hold	188	–	–	﹤0.01%	1045
2019 Q3	$3K	Buy	+188	New	+$2.85K	﹤0.01%	977
2016 Q2	–	Hold	0	–	–	–	955
2016 Q1	–	Hold	0	–	–	–	965

Other funds holding RC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

TCI Wealth Advisors's RC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Ready Capital (RC) in Q2 2023, closing a stake of 325 shares — an estimated $3.31K sold.

TCI Wealth Advisors first reported a position in RC in Q3 2019 and held it in 11 quarters. The position peaked at $35K in Q4 2021. 254 funds tracked by Wall St. Rank hold RC as of Q2 2023.

TCI Wealth Advisors reported no remaining Ready Capital position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 325 Ready Capital shares in Q2 2023, an estimated $3.31K.
TCI Wealth Advisors first reported a position in Ready Capital in Q3 2019 and held it in 11 quarters.
TCI Wealth Advisors's Ready Capital position peaked at $35K in Q4 2021.
254 funds tracked by Wall St. Rank held Ready Capital as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.