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Compass Wealth Management’s Ryder R Stock Holding History

Compass Wealth Management’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
-200
Closed -$31.4K – 444
2024
Q4 		$31.4K Hold
200
– – 0.01% 290
2024
Q3 		$29.2K Hold
200
– – 0.01% 300
2024
Q2 		$24.8K Hold
200
– – 0.01% 311
2024
Q1 		$24K Hold
200
– – 0.01% 308
2023
Q4 		$23K Hold
200
– – 0.01% 302
2023
Q3 		$21.4K Hold
200
– – 0.01% 309
2023
Q2 		$17K Hold
200
– – 0.01% 338
2023
Q1 		$17.8K Hold
200
– – 0.01% 334
2022
Q4 		$16.7K Buy
+200
New +$16.8K 0.01% 335

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

Compass Wealth Management's R Position: Q1 2025 in Review

Compass Wealth Management sold out of Ryder (R) in Q1 2025, closing a stake of 200 shares — an estimated $31.4K sold.

Compass Wealth Management first reported a position in R in Q4 2022 and held it in 9 quarters. The position peaked at $31.4K in Q4 2024. 426 funds tracked by Wall St. Rank hold R as of Q1 2025.

  • Compass Wealth Management reported no remaining Ryder position as of Q1 2025 after selling out during the quarter.
  • Compass Wealth Management sold 200 Ryder shares in Q1 2025, an estimated $31.4K.
  • Compass Wealth Management first reported a position in Ryder in Q4 2022 and held it in 9 quarters.
  • Compass Wealth Management's Ryder position peaked at $31.4K in Q4 2024.
  • 426 funds tracked by Wall St. Rank held Ryder as of Q1 2025.

Based on Compass Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.