Gradient Investments’s Ryan Specialty Holdings RYAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-77
Closed -$3.31K 1725
2023
Q4
$3.31K Hold
77
﹤0.01% 1092
2023
Q3
$3.73K Buy
+77
New +$3.57K ﹤0.01% 1026

Other funds holding RYAN

Gradient Investments's RYAN Position: Q1 2024 in Review

Gradient Investments sold out of Ryan Specialty Holdings (RYAN) in Q1 2024, closing a stake of 77 shares — an estimated $3.31K sold.

Gradient Investments first reported a position in RYAN in Q3 2023 and held it in 2 quarters. The position peaked at $3.73K in Q3 2023. 270 funds tracked by Wall St. Rank hold RYAN as of Q1 2024.

  • Gradient Investments reported no remaining Ryan Specialty Holdings position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 77 Ryan Specialty Holdings shares in Q1 2024, an estimated $3.31K.
  • Gradient Investments first reported a position in Ryan Specialty Holdings in Q3 2023 and held it in 2 quarters.
  • Gradient Investments's Ryan Specialty Holdings position peaked at $3.73K in Q3 2023.
  • 270 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.