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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 $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

180 Wealth Advisors's RHI Position: Q4 2023 in Review

180 Wealth Advisors sold out of Robert Half (RHI) in Q4 2023, closing a stake of 25,369 shares — an estimated $1.86M sold.

180 Wealth Advisors first reported a position in RHI in Q2 2019 and held it in 17 quarters. The position peaked at $2.68M in Q1 2023. 534 funds tracked by Wall St. Rank hold RHI as of Q4 2023.

  • 180 Wealth Advisors reported no remaining Robert Half position as of Q4 2023 after selling out during the quarter.
  • 180 Wealth Advisors sold 25,369 Robert Half shares in Q4 2023, an estimated $1.86M.
  • 180 Wealth Advisors first reported a position in Robert Half in Q2 2019 and held it in 17 quarters.
  • 180 Wealth Advisors's Robert Half position peaked at $2.68M in Q1 2023.
  • 534 funds tracked by Wall St. Rank held Robert Half as of Q4 2023.

Based on 180 Wealth Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.