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Focused Wealth Management’s Ryan Specialty Holdings RYAN Stock Holding History

Focused Wealth Management’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
2023
Q4 		– Sell
-40
Closed -$1.94K – 1090
2023
Q3 		$1.94K Hold
40
– – ﹤0.01% 775
2023
Q2 		$1.8K Hold
40
– – ﹤0.01% 816
2023
Q1 		$1.61K Hold
40
– – ﹤0.01% 819
2022
Q4 		$1.66K Hold
40
– – ﹤0.01% 800
2022
Q3 		$2K Hold
40
– – ﹤0.01% 775
2022
Q2 		$2K Hold
40
– – ﹤0.01% 753
2022
Q1 		$2K Hold
40
– – ﹤0.01% 807
2021
Q4 		$2K Hold
40
– – ﹤0.01% 824
2021
Q3 		$1K Buy
+40
New +$1.26K ﹤0.01% 928

Other funds holding RYAN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Focused Wealth Management's RYAN Position: Q4 2023 in Review

Focused Wealth Management sold out of Ryan Specialty Holdings (RYAN) in Q4 2023, closing a stake of 40 shares — an estimated $1.94K sold.

Focused Wealth Management first reported a position in RYAN in Q3 2021 and held it in 9 quarters. The position peaked at $2K in Q3 2022. 255 funds tracked by Wall St. Rank hold RYAN as of Q4 2023.

  • Focused Wealth Management reported no remaining Ryan Specialty Holdings position as of Q4 2023 after selling out during the quarter.
  • Focused Wealth Management sold 40 Ryan Specialty Holdings shares in Q4 2023, an estimated $1.94K.
  • Focused Wealth Management first reported a position in Ryan Specialty Holdings in Q3 2021 and held it in 9 quarters.
  • Focused Wealth Management's Ryan Specialty Holdings position peaked at $2K in Q3 2022.
  • 255 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.