1WA
RHI icon

180 Wealth Advisors’s Robert Half RHI Stock Holding History

180 Wealth Advisors’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25,369
Closed -$1.86M – 393
2023
Q3 		$1.86M Sell
25,369
-7,428
-23% -$564K 0.42% 67
2023
Q2 		$2.48M Sell
32,797
-498
-1% -$35.5K 0.54% 43
2023
Q1 		$2.68M Buy
33,295
+2,415
+8% +$192K 0.62% 38
2022
Q4 		$2.5M Buy
30,880
+3,198
+12% +$244K 0.59% 45
2022
Q3 		$2.12M Sell
27,682
-4,340
-14% -$339K 0.58% 48
2022
Q2 		$2.41M Buy
32,022
+24,323
+316% +$2.31M 0.62% 40
2022
Q1 		$871K Buy
7,699
+696
+10% +$80.3K 0.19% 117
2021
Q4 		$763K Buy
7,003
+2,766
+65% +$308K 0.17% 126
2021
Q3 		$462K Sell
4,237
-926
-18% -$90.6K 0.1% 197
2021
Q2 		$518K Buy
5,163
+2,362
+84% +$206K 0.12% 167
2021
Q1 		$247K Sell
2,801
-777
-22% -$56.3K 0.06% 299
2020
Q4 		$230K Sell
3,578
-91
-2% -$5.43K 0.07% 277
2020
Q3 		$207K Sell
3,669
-310
-8% -$16.5K 0.08% 249
2020
Q2 		$216K Buy
+3,979
New +$189K 0.09% 228
2020
Q1 		– Sell
-6,861
Closed -$432K – 256
2019
Q4 		$432K Buy
6,861
+125
+2% +$7.26K 0.17% 143
2019
Q3 		$366K Sell
6,736
-3,162
-32% -$178K 0.16% 162
2019
Q2 		$585K Buy
+9,898
New +$591K 0.26% 113

Other funds holding RHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return