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Vanguard Capital Wealth Advisors’s loanDepot LDI Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-49,500
Closed -$237K – 161
2021
Q4 		$237K Buy
+49,500
New +$290K 0.17% 114

Other funds holding LDI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
HV
HST Ventures Park City, Utah $366M AUM 42.6% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Wealth Advisors's LDI Position: Q1 2022 in Review

Vanguard Capital Wealth Advisors sold out of loanDepot (LDI) in Q1 2022, closing a stake of 49,500 shares — an estimated $237K sold.

Vanguard Capital Wealth Advisors first reported a position in LDI in Q4 2021 and held it in 1 quarter. The position peaked at $237K in Q4 2021. 52 funds tracked by Wall St. Rank hold LDI as of Q1 2022.

  • Vanguard Capital Wealth Advisors reported no remaining loanDepot position as of Q1 2022 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 49,500 loanDepot shares in Q1 2022, an estimated $237K.
  • Vanguard Capital Wealth Advisors first reported a position in loanDepot in Q4 2021 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's loanDepot position peaked at $237K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held loanDepot as of Q1 2022.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.