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Triad Wealth Partners’s Ryan Specialty Holdings RYAN Stock Holding History

Triad Wealth Partners’s Portfolio RYAN Stock Details RYAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-156
Closed -$9.03K – 725
2024
Q2 		$9.03K Buy
+156
New +$8.33K ﹤0.01% 467

Other funds holding RYAN

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Triad Wealth Partners's RYAN Position: Q3 2024 in Review

Triad Wealth Partners sold out of Ryan Specialty Holdings (RYAN) in Q3 2024, closing a stake of 156 shares — an estimated $9.03K sold.

Triad Wealth Partners first reported a position in RYAN in Q2 2024 and held it in 1 quarter. The position peaked at $9.03K in Q2 2024. 347 funds tracked by Wall St. Rank hold RYAN as of Q3 2024.

  • Triad Wealth Partners reported no remaining Ryan Specialty Holdings position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 156 Ryan Specialty Holdings shares in Q3 2024, an estimated $9.03K.
  • Triad Wealth Partners first reported a position in Ryan Specialty Holdings in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Ryan Specialty Holdings position peaked at $9.03K in Q2 2024.
  • 347 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.