VisionPoint Advisory Group’s Ryan Specialty Holdings RYAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-87
Closed -$5.04K 665
2024
Q2
$5.04K Sell
87
-3
-3% -$160 ﹤0.01% 553
2024
Q1
$5K Sell
90
-12
-12% -$573 ﹤0.01% 542
2023
Q4
$4.39K Sell
102
-33
-24% -$1.49K ﹤0.01% 506
2023
Q3
$6.53K Buy
+135
New +$6.26K ﹤0.01% 478

Other funds holding RYAN

VisionPoint Advisory Group's RYAN Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Ryan Specialty Holdings (RYAN) in Q3 2024, closing a stake of 87 shares — an estimated $5.04K sold.

VisionPoint Advisory Group first reported a position in RYAN in Q3 2023 and held it in 4 quarters. The position peaked at $6.53K in Q3 2023. 347 funds tracked by Wall St. Rank hold RYAN as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Ryan Specialty Holdings position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 87 Ryan Specialty Holdings shares in Q3 2024, an estimated $5.04K.
  • VisionPoint Advisory Group first reported a position in Ryan Specialty Holdings in Q3 2023 and held it in 4 quarters.
  • VisionPoint Advisory Group's Ryan Specialty Holdings position peaked at $6.53K in Q3 2023.
  • 347 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.