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3Chopt Investment Partners’s RGC Resources RGCO Stock Holding History

3Chopt Investment Partners’s Portfolio RGCO Stock Details RGCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,145
Closed -$288K – 143
2023
Q4 		$288K Sell
14,145
-19,537
-58% -$351K 0.11% 148
2023
Q3 		$583K Hold
33,682
– – 0.34% 53
2023
Q2 		$675K Hold
33,682
– – 0.34% 74
2023
Q1 		$781K Hold
33,682
– – 0.42% 68
2022
Q4 		$743K Buy
+33,682
New +$749K 0.41% 61

Other funds holding RGCO

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

3Chopt Investment Partners's RGCO Position: Q1 2024 in Review

3Chopt Investment Partners sold out of RGC Resources (RGCO) in Q1 2024, closing a stake of 14,145 shares — an estimated $288K sold.

3Chopt Investment Partners first reported a position in RGCO in Q4 2022 and held it in 5 quarters. The position peaked at $781K in Q1 2023. 67 funds tracked by Wall St. Rank hold RGCO as of Q1 2024.

  • 3Chopt Investment Partners reported no remaining RGC Resources position as of Q1 2024 after selling out during the quarter.
  • 3Chopt Investment Partners sold 14,145 RGC Resources shares in Q1 2024, an estimated $288K.
  • 3Chopt Investment Partners first reported a position in RGC Resources in Q4 2022 and held it in 5 quarters.
  • 3Chopt Investment Partners's RGC Resources position peaked at $781K in Q1 2023.
  • 67 funds tracked by Wall St. Rank held RGC Resources as of Q1 2024.

Based on 3Chopt Investment Partners's 13F filing for Q1 2024, filed 15 May 2024.