WFA
RC

Wipfli Financial Advisors’s Ready Capital RC Stock Holding History

Wipfli Financial Advisors’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
Q3 		$11K Buy
+1,025
New +$13.3K ﹤0.01% 1813

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
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wipfli Financial Advisors's RC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Ready Capital (RC) in Q3 2022: 1,025 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1813 among its holdings.

210 funds tracked by Wall St. Rank hold RC as of Q3 2022.

  • Wipfli Financial Advisors held 1,025 shares of Ready Capital worth $11K as of Q3 2022.
  • Ready Capital was a new Wipfli Financial Advisors position in Q3 2022.
  • Ready Capital made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1813 holding.
  • 210 funds tracked by Wall St. Rank held Ready Capital as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.