CWP
RYZ

Concord Wealth Partners’s Ryerson Holding Corp RYZ Stock Holding History

Concord Wealth Partners’s Portfolio RYZ Stock Details RYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-400
Closed -$7.4K – 945
2024
Q4 		$7.4K Sell
400
-500
-56% -$11.2K ﹤0.01% 555
2024
Q3 		$17.9K Hold
900
– – ﹤0.01% 487
2024
Q2 		$17.6K Buy
900
+400
+80% +$10.3K ﹤0.01% 448
2024
Q1 		$16.8K Buy
+500
New +$16.4K ﹤0.01% 512

Other funds holding RYZ

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Concord Wealth Partners's RYZ Position: Q1 2025 in Review

Concord Wealth Partners sold out of Ryerson Holding Corp (RYZ) in Q1 2025, closing a stake of 400 shares — an estimated $7.4K sold.

Concord Wealth Partners first reported a position in RYZ in Q1 2024 and held it in 4 quarters. The position peaked at $17.9K in Q3 2024. 138 funds tracked by Wall St. Rank hold RYZ as of Q1 2025.

  • Concord Wealth Partners reported no remaining Ryerson Holding Corp position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 400 Ryerson Holding Corp shares in Q1 2025, an estimated $7.4K.
  • Concord Wealth Partners first reported a position in Ryerson Holding Corp in Q1 2024 and held it in 4 quarters.
  • Concord Wealth Partners's Ryerson Holding Corp position peaked at $17.9K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Ryerson Holding Corp as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.