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	–	898
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

Other funds holding R

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

HVCM

HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Concord Wealth Partners's R Position: Q3 2022 in Review

Concord Wealth Partners sold out of Ryder (R) in Q3 2022, closing a stake of 161 shares — an estimated $11K sold.

Concord Wealth Partners first reported a position in R in Q2 2021 and held it in 4 quarters. The position peaked at $11K in Q2 2022. 346 funds tracked by Wall St. Rank hold R as of Q3 2022.

Concord Wealth Partners reported no remaining Ryder position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 161 Ryder shares in Q3 2022, an estimated $11K.
Concord Wealth Partners first reported a position in Ryder in Q2 2021 and held it in 4 quarters.
Concord Wealth Partners's Ryder position peaked at $11K in Q2 2022.
346 funds tracked by Wall St. Rank held Ryder as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.