TCWM
LADR

Total Clarity Wealth Management’s Ladder Capital LADR Stock Holding History

Total Clarity Wealth Management’s Portfolio LADR Stock Details LADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,040
Closed -$125K – 274
2024
Q2 		$125K Hold
11,040
– – 0.04% 241
2024
Q1 		$123K Hold
11,040
– – 0.04% 262
2023
Q4 		$127K Hold
11,040
– – 0.05% 231
2023
Q3 		$113K Hold
11,040
– – 0.05% 217
2023
Q2 		$120K Hold
11,040
– – 0.06% 212
2023
Q1 		$104K Sell
11,040
-53,506
-83% -$567K 0.06% 174
2022
Q4 		$648K Buy
64,546
+934
+1% +$9.68K 0.33% 80
2022
Q3 		$570K Sell
63,612
-1,125
-2% -$12.4K 0.36% 78
2022
Q2 		$682K Buy
64,737
+6,588
+11% +$74.8K 0.35% 68
2022
Q1 		$690K Sell
58,149
-1,150
-2% -$13.5K 0.38% 69
2021
Q4 		$711K Sell
59,299
-966
-2% -$11.5K 0.32% 80
2021
Q3 		$666K Buy
60,265
+923
+2% +$10.3K 0.32% 82
2021
Q2 		$685K Sell
59,342
-542
-0.9% -$6.36K 0.38% 76
2021
Q1 		$707K Sell
59,884
-5,321
-8% -$58K 0.41% 61
2020
Q4 		$638K Sell
65,205
-2,674
-4% -$22.7K 0.44% 61
2020
Q3 		$483K Sell
67,879
-3,306
-5% -$24.9K 0.42% 69
2020
Q2 		$577K Sell
71,185
-2,109
-3% -$15.8K 0.53% 53
2020
Q1 		$347K Buy
73,294
+7,761
+12% +$118K 0.54% 61
2019
Q4 		$1.18M Buy
+65,533
New +$1.13M 0.89% 27

Other funds holding LADR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Total Clarity Wealth Management's LADR Position: Q3 2024 in Review

Total Clarity Wealth Management sold out of Ladder Capital (LADR) in Q3 2024, closing a stake of 11,040 shares — an estimated $125K sold.

Total Clarity Wealth Management first reported a position in LADR in Q4 2019 and held it in 19 quarters. The position peaked at $1.18M in Q4 2019. 202 funds tracked by Wall St. Rank hold LADR as of Q3 2024.

  • Total Clarity Wealth Management reported no remaining Ladder Capital position as of Q3 2024 after selling out during the quarter.
  • Total Clarity Wealth Management sold 11,040 Ladder Capital shares in Q3 2024, an estimated $125K.
  • Total Clarity Wealth Management first reported a position in Ladder Capital in Q4 2019 and held it in 19 quarters.
  • Total Clarity Wealth Management's Ladder Capital position peaked at $1.18M in Q4 2019.
  • 202 funds tracked by Wall St. Rank held Ladder Capital as of Q3 2024.

Based on Total Clarity Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.