FANJ
R icon

Financial Architects (New Jersey)’s Ryder R Stock Holding History

Financial Architects (New Jersey)’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
2019
Q2 		– Sell
-100
Closed -$6K – 1433
2019
Q1 		$6K Sell
100
-200
-67% -$11.7K ﹤0.01% 1197
2018
Q4 		$14K Buy
300
+186
+163% +$10.7K ﹤0.01% 915
2018
Q3 		$8K Hold
114
– – ﹤0.01% 1164
2018
Q2 		$8K Buy
114
+14
+14% +$981 ﹤0.01% 1048
2018
Q1 		$7K Hold
100
– – ﹤0.01% 1178
2017
Q4 		$8K Hold
100
– – ﹤0.01% 1204
2017
Q3 		$8K Hold
100
– – ﹤0.01% 1190
2017
Q2 		$7K Hold
100
– – ﹤0.01% 1219
2017
Q1 		$8K Sell
100
-300
-75% -$22.7K ﹤0.01% 1187
2016
Q4 		$30K Buy
400
+300
+300% +$22.1K 0.01% 720
2016
Q3 		$7K Sell
100
-150
-60% -$9.82K ﹤0.01% 1075
2016
Q2 		$15K Buy
+250
New +$16.6K ﹤0.01% 869
2015
Q3 		– Sell
-9
Closed -$1K – 757
2015
Q2 		$1K Buy
+9
New +$849 ﹤0.01% 1180
2014
Q3 		– Hold
0
– – – 979
2014
Q2 		– Hold
0
– – – 918

Other funds holding R

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return