IWP
R icon

Icon Wealth Partners’s Ryder R Stock Holding History

Icon Wealth Partners’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
-49
Closed -$3K – 622
2019
Q1 		$3K Buy
+49
New +$2.87K ﹤0.01% 811
2018
Q3 		– Sell
-651
Closed -$47K – 622
2018
Q2 		$47K Buy
+651
New +$45.6K 0.02% 398
2018
Q1 		– Sell
-902
Closed -$76K – 621
2017
Q4 		$76K Buy
+902
New +$73.7K 0.04% 323

Other funds holding R

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.1B AUM 23.81% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Icon Wealth Partners's R Position: Q2 2019 in Review

Icon Wealth Partners sold out of Ryder (R) in Q2 2019, closing a stake of 49 shares — an estimated $3K sold.

Icon Wealth Partners first reported a position in R in Q4 2017 and held it in 3 quarters. The position peaked at $76K in Q4 2017. 306 funds tracked by Wall St. Rank hold R as of Q2 2019.

  • Icon Wealth Partners reported no remaining Ryder position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 49 Ryder shares in Q2 2019, an estimated $3K.
  • Icon Wealth Partners first reported a position in Ryder in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Ryder position peaked at $76K in Q4 2017.
  • 306 funds tracked by Wall St. Rank held Ryder as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.