Financial Gravity Asset Management’s Ryder R Stock Holding History

Financial Gravity Asset 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
2024 Q2	$12.4K	Sell	100 -303	-75%	-$36.6K	﹤0.01%	451
2024 Q1	$47.4K	Buy	403 +203	+102%	+$23.1K	0.01%	397
2023 Q4	$23K	Buy	+200	New	+$21K	﹤0.01%	673
2023 Q3	–	Sell	-85	Closed	-$1.01K	–	1656
2023 Q2	$1.01K	Buy	+85	New	+$7K	﹤0.01%	811
2023 Q1	–	Sell	-84	Closed	-$657	–	1544
2022 Q4	$657	Buy	+84	New	+$7.05K	﹤0.01%	757
2021 Q1	–	Sell	-1	Closed	–	–	909
2020 Q4	$0	Buy	+1	New	+$56	﹤0.01%	718
2020 Q2	–	Sell	-3	Closed	-$91	–	687
2020 Q1	$91	Sell	3 -48	-94%	-$2.02K	﹤0.01%	899
2019 Q4	$54K	Buy	51 +7	+16%	+$364	0.04%	604
2019 Q3	$2K	Sell	44 -5	-10%	-$261	﹤0.01%	916
2019 Q2	$3K	Sell	49 -48	-49%	-$2.86K	﹤0.01%	828
2019 Q1	$6K	Buy	+97	New	+$5.68K	﹤0.01%	654
2018 Q3	$4K	Buy	80 +10	+14%	+$762	﹤0.01%	796
2018 Q2	$5K	Sell	70 -10	-13%	-$701	﹤0.01%	771
2018 Q1	$5K	Buy	+80	New	+$6.45K	0.01%	743

Other funds holding R

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HG Vora Capital Management New York $191M AUM 1.23% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return