FirstPurpose Wealth’s Ryan Specialty Holdings RYAN Stock Holding History

FirstPurpose Wealth’s Portfolio RYAN Stock Details RYAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$321K	Buy	6,255 +288	+5%	+$13.8K	0.12%	157
2023 Q4	$257K	Buy	5,967 +100	+2%	+$4.51K	0.1%	172
2023 Q3	$284K	Buy	5,867 +190	+3%	+$8.8K	0.12%	148
2023 Q2	$255K	Buy	5,677 +2	+0%	+$84	0.11%	164
2023 Q1	$228K	Buy	5,675 +351	+7%	+$14.4K	0.11%	165
2022 Q4	$221K	Buy	5,324 +390	+8%	+$15.9K	0.12%	162
2022 Q3	$200K	Buy	+4,934	New	+$208K	0.13%	144

Other funds holding RYAN

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

FirstPurpose Wealth's RYAN Position: Q1 2024 in Review

FirstPurpose Wealth increased its Ryan Specialty Holdings (RYAN) stake by 4.8% in Q1 2024, buying an estimated $13.8K and bringing the position to 6,255 shares worth $321K. The position accounts for 0.12% of the portfolio, ranked #157.

FirstPurpose Wealth first reported a position in RYAN in Q3 2022 and has held it in 7 quarters since. 270 funds tracked by Wall St. Rank hold RYAN as of Q1 2024.

FirstPurpose Wealth held 6,255 shares of Ryan Specialty Holdings worth $321K as of Q1 2024.
FirstPurpose Wealth bought 288 Ryan Specialty Holdings shares in Q1 2024, an estimated $13.8K.
Ryan Specialty Holdings made up 0.12% of FirstPurpose Wealth's portfolio in Q1 2024, its #157 holding.
FirstPurpose Wealth first reported a position in Ryan Specialty Holdings in Q3 2022 and has held it in 7 quarters since.
270 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.