NFSG
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Newbridge Financial Services Group’s Ryder R Stock Holding History

Newbridge Financial Services Group’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
2024
Q3 		– Sell
-199
Closed -$24.6K – 1004
2024
Q2 		$24.6K Buy
199
+2
+1% +$241 0.01% 537
2024
Q1 		$23.7K Buy
197
+1
+0.5% +$114 0.01% 565
2023
Q4 		$22.6K Buy
196
+1
+0.5% +$105 0.01% 564
2023
Q3 		$20.8K Buy
195
+1
+0.5% +$97 0.01% 634
2023
Q2 		$16.4K Sell
194
-98
-34% -$8.07K 0.01% 750
2023
Q1 		$26.1K Buy
292
+2
+0.7% +$184 0.01% 631
2022
Q4 		$24.2K Hold
290
– – 0.01% 656
2022
Q3 		$22K Hold
290
– – 0.01% 672
2022
Q2 		$21K Hold
290
– – 0.01% 648
2022
Q1 		$23K Buy
290
+190
+190% +$14.8K 0.01% 693
2021
Q4 		$8K Hold
100
– – ﹤0.01% 975
2021
Q3 		$8K Buy
+100
New +$7.7K 0.01% 930

Other funds holding R

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return