Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: RAM Investment Partners LLC
  City: BELLEVUE
  State: WA
  Zip: 98004
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $318,010,000
  Total Value Change : $31,209,000
  Securities Held Change : 22
   
All Securities Held : 87
  New Positions : 22
  Closed Positions : 2
  Increased Positions : 42
  Unchanged Positions : 12
  Decreased Positions : 11

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 11     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MSFT)1 Year Chart         MSFT Microsoft Corp 3 - $442.57 $30,269,000 71,945 9.52% 2,175,000 -2,765 0.001    Application Software
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... 12 - $25.52 $4,467,000 175,598 1.4% 22,000 -6,414 0.02    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 20 - $38.76 $1,403,000 34,307 0.44% 51,000 -2,009 0.004    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 29 - $177.81 $748,000 4,258 0.24% -346,000 -145 0    Auto Manufacturers
   (CRM)1 Year Chart         CRM Salesforce.com Inc 33 - $231.94 $638,000 2,117 0.2% -41,000 -465 0    Internet Software & S...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 36 - $543.86 $588,000 1,119 0.18% 37,000 -34 0    Closed - End Fund - E...
   (DFIV)1 Year Chart         DFIV Dimensional International V... 44 - $36.14 $450,000 12,240 0.14% 19,000 -305 0.001    N/A
   (NFLX)1 Year Chart         NFLX Netflix Inc 59 - $669.38 $308,000 507 0.1% 60,000 -2 0    Music & Video Stores
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 75 - $175.99 $243,000 1,487 0.08% 0 -30 0    Wireless Communications
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 77 - $242.62 $234,000 935 0.07% 7,000 -38 0    Business Software & S...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 84 - $215.73 $206,000 1,000 0.06% -7,000 -115 0    Closed - End Fund - E...

      11 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results