Fund Insights
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High Conviction Trades
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WSR Indexes
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Stock index based on fund manager consensus updated each quarter
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Tobias Financial Advisors’s
Ryder
R
Stock Holding History
Tobias Financial Advisors’s Portfolio
R Stock Details
R Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-3,056
Closed
-$253K
–
105
2021
Q3
$253K
Buy
+3,056
New
+$235K
0.09%
61
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1-Year Est. Return
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$2.9T AUM
29.55%
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Dimensional Fund Advisors
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1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Pzena Investment Management
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$30.8B AUM
11.29%
1-Year Est. Return
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$46.4B AUM
27.74%
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Ensign Peak Advisors
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$53.7B AUM
29.47%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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