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Carolina Wealth Advisors’s Ryder R Stock Holding History

Carolina Wealth Advisors’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-718
Closed -$113K – 308
2024
Q4 		$113K Sell
718
-17
-2% -$2.66K 0.06% 78
2024
Q3 		$107K Buy
735
+15
+2% +$2.03K 0.05% 71
2024
Q2 		$89.2K Buy
720
+36
+5% +$4.35K 0.04% 73
2024
Q1 		$82.2K Sell
684
-291
-30% -$33.1K 0.04% 87
2023
Q4 		$112K Hold
975
– – 0.06% 81
2023
Q3 		$104K Sell
975
-52
-5% -$5.06K 0.06% 88
2023
Q2 		$87.1K Buy
1,027
+3
+0.3% +$247 0.05% 82
2023
Q1 		$91.4K Buy
1,024
+5
+0.5% +$460 0.05% 87
2022
Q4 		$85K Sell
1,019
-356
-26% -$29.9K 0.05% 85
2022
Q3 		$104K Buy
1,375
+13
+1% +$989 0.08% 73
2022
Q2 		$97K Buy
1,362
+122
+10% +$8.95K 0.06% 91
2022
Q1 		$98K Buy
+1,240
New +$96.5K 0.06% 98

Other funds holding R

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Carolina Wealth Advisors's R Position: Q1 2025 in Review

Carolina Wealth Advisors sold out of Ryder (R) in Q1 2025, closing a stake of 718 shares — an estimated $113K sold.

Carolina Wealth Advisors first reported a position in R in Q1 2022 and held it in 12 quarters. The position peaked at $113K in Q4 2024. 426 funds tracked by Wall St. Rank hold R as of Q1 2025.

  • Carolina Wealth Advisors reported no remaining Ryder position as of Q1 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 718 Ryder shares in Q1 2025, an estimated $113K.
  • Carolina Wealth Advisors first reported a position in Ryder in Q1 2022 and held it in 12 quarters.
  • Carolina Wealth Advisors's Ryder position peaked at $113K in Q4 2024.
  • 426 funds tracked by Wall St. Rank held Ryder as of Q1 2025.

Based on Carolina Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.