TWM
RC

Tradition Wealth Management’s Ready Capital RC Stock Holding History

Tradition Wealth Management’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
2022
Q2 		– Sell
-168
Closed -$3K – 1134
2022
Q1 		$3K Hold
168
– – ﹤0.01% 1120
2021
Q4 		$3K Buy
+168
New +$2.62K ﹤0.01% 1143
2021
Q3 		– Sell
-168
Closed -$3K – 1210
2021
Q2 		$3K Buy
+168
New +$2.49K ﹤0.01% 1145

Other funds holding RC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tradition Wealth Management's RC Position: Q2 2022 in Review

Tradition Wealth Management sold out of Ready Capital (RC) in Q2 2022, closing a stake of 168 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in RC in Q2 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 208 funds tracked by Wall St. Rank hold RC as of Q2 2022.

  • Tradition Wealth Management reported no remaining Ready Capital position as of Q2 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 168 Ready Capital shares in Q2 2022, an estimated $3K.
  • Tradition Wealth Management first reported a position in Ready Capital in Q2 2021 and held it in 3 quarters.
  • Tradition Wealth Management's Ready Capital position peaked at $3K in Q1 2022.
  • 208 funds tracked by Wall St. Rank held Ready Capital as of Q2 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.