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Caldwell Trust’s Rayonier Advanced Materials RYAM Stock Holding History

Caldwell Trust’s Portfolio RYAM Stock Details RYAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-225
Closed -$1.28K – 766
2021
Q4 		$1.28K Hold
225
– – ﹤0.01% 729
2021
Q3 		$1.69K Buy
+225
New +$1.55K ﹤0.01% 709

Other funds holding RYAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return
CAM
Chatham Asset Management Chatham, New Jersey $376K AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Caldwell Trust's RYAM Position: Q1 2022 in Review

Caldwell Trust sold out of Rayonier Advanced Materials (RYAM) in Q1 2022, closing a stake of 225 shares — an estimated $1.28K sold.

Caldwell Trust first reported a position in RYAM in Q3 2021 and held it in 2 quarters. The position peaked at $1.69K in Q3 2021. 144 funds tracked by Wall St. Rank hold RYAM as of Q1 2022.

  • Caldwell Trust reported no remaining Rayonier Advanced Materials position as of Q1 2022 after selling out during the quarter.
  • Caldwell Trust sold 225 Rayonier Advanced Materials shares in Q1 2022, an estimated $1.28K.
  • Caldwell Trust first reported a position in Rayonier Advanced Materials in Q3 2021 and held it in 2 quarters.
  • Caldwell Trust's Rayonier Advanced Materials position peaked at $1.69K in Q3 2021.
  • 144 funds tracked by Wall St. Rank held Rayonier Advanced Materials as of Q1 2022.

Based on Caldwell Trust's 13F filing for Q1 2022, filed 2 Oct 2025.