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Concord Wealth Partners’s Ryder R Stock Holding History

Concord Wealth Partners’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
2022
Q3 		– Sell
-161
Closed -$11K – 899
2022
Q2 		$11K Buy
161
+41
+34% +$3.01K ﹤0.01% 674
2022
Q1 		$10K Hold
120
– – ﹤0.01% 786
2021
Q4 		$10K Buy
+120
New +$10.1K ﹤0.01% 786
2021
Q3 		– Sell
-120
Closed -$9K – 1004
2021
Q2 		$9K Buy
+120
New +$9.49K ﹤0.01% 641

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HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return