MWM
RYZ

MorganRosel Wealth Management’s Ryerson Holding Corp RYZ Stock Holding History

MorganRosel Wealth Management’s Portfolio RYZ Stock Details RYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-22,064
Closed -$957K – 104
2023
Q2 		$957K Sell
22,064
-1,541
-7% -$57.2K 0.39% 44
2023
Q1 		$859K Buy
+23,605
New +$856K 0.37% 53

Other funds holding RYZ

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

MorganRosel Wealth Management's RYZ Position: Q3 2023 in Review

MorganRosel Wealth Management sold out of Ryerson Holding Corp (RYZ) in Q3 2023, closing a stake of 22,064 shares — an estimated $957K sold.

MorganRosel Wealth Management first reported a position in RYZ in Q1 2023 and held it in 2 quarters. The position peaked at $957K in Q2 2023. 174 funds tracked by Wall St. Rank hold RYZ as of Q3 2023.

  • MorganRosel Wealth Management reported no remaining Ryerson Holding Corp position as of Q3 2023 after selling out during the quarter.
  • MorganRosel Wealth Management sold 22,064 Ryerson Holding Corp shares in Q3 2023, an estimated $957K.
  • MorganRosel Wealth Management first reported a position in Ryerson Holding Corp in Q1 2023 and held it in 2 quarters.
  • MorganRosel Wealth Management's Ryerson Holding Corp position peaked at $957K in Q2 2023.
  • 174 funds tracked by Wall St. Rank held Ryerson Holding Corp as of Q3 2023.

Based on MorganRosel Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.