WWMSC
YRD

Wagner Wealth Management (South Carolina)’s Yiren Digital YRD Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio YRD Stock Details YRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$39K Buy
2,145
+530
+33% +$9.67K 0.03% 275
2018
Q2 		$34K Buy
1,615
+1,470
+1,014% +$43.4K 0.02% 263
2018
Q1 		$6K Buy
145
+30
+26% +$1.21K ﹤0.01% 422
2017
Q4 		$5K Buy
+115
New +$4.98K ﹤0.01% 534

Other funds holding YRD

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GPCM
Granite Point Capital Management Boston, Massachusetts $4.9M AUM 38.41% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s YRD Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) increased its Yiren Digital (YRD) stake by 33% in Q3 2018, buying an estimated $9.67K and bringing the position to 2,145 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #275.

Wagner Wealth Management (South Carolina) first reported a position in YRD in Q4 2017 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold YRD as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 2,145 shares of Yiren Digital worth $39K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) bought 530 Yiren Digital shares in Q3 2018, an estimated $9.67K.
  • Yiren Digital made up 0.03% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #275 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Yiren Digital in Q4 2017 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held Yiren Digital as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.