Avion Wealth’s Ryan Specialty Holdings RYAN Stock Holding History

Avion Wealth’s Portfolio RYAN Stock Details RYAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10	Closed	–	–	1309
2023 Q3	$0	Buy	+10	New	+$463	﹤0.01%	1147

Other funds holding RYAN

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Avion Wealth's RYAN Position: Q4 2023 in Review

Avion Wealth sold out of Ryan Specialty Holdings (RYAN) in Q4 2023, closing a stake of 10 shares.

Avion Wealth first reported a position in RYAN in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 255 funds tracked by Wall St. Rank hold RYAN as of Q4 2023.

Avion Wealth reported no remaining Ryan Specialty Holdings position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 10 Ryan Specialty Holdings shares in Q4 2023.
Avion Wealth first reported a position in Ryan Specialty Holdings in Q3 2023 and held it in 1 quarter.
Avion Wealth's Ryan Specialty Holdings position peaked at $0 in Q3 2023.
255 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.