WQ
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Wealth Quarterback’s loanDepot LDI Stock Holding History

Wealth Quarterback’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
2021
Q3 		$2K Buy
259
+2
+0.8% +$19 ﹤0.01% 724
2021
Q2 		$4K Buy
+257
New +$4.19K ﹤0.01% 648

Other funds holding LDI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OQS
Occudo Quantitative Strategies Fort Lauderdale, Florida $1.84B AUM 22.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Quarterback's LDI Position: Q3 2021 in Review

Wealth Quarterback increased its loanDepot (LDI) stake by 0.78% in Q3 2021, buying an estimated $19 and bringing the position to 259 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Wealth Quarterback first reported a position in LDI in Q2 2021 and has held it in 2 quarters since. The position peaked at $4K in Q2 2021. 46 funds tracked by Wall St. Rank hold LDI as of Q3 2021.

  • Wealth Quarterback held 259 shares of loanDepot worth $2K as of Q3 2021.
  • Wealth Quarterback bought 2 loanDepot shares in Q3 2021, an estimated $19.
  • loanDepot made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #724 holding.
  • Wealth Quarterback first reported a position in loanDepot in Q2 2021 and has held it in 2 quarters since.
  • Wealth Quarterback's loanDepot position peaked at $4K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held loanDepot as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.