AWM
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Abound Wealth Management’s RB Global RBA Stock Holding History

Abound Wealth Management’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-67
Closed -$4.19K – 776
2022
Q3 		$4.19K Buy
+67
New +$4.56K ﹤0.01% 383

Other funds holding RBA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Abound Wealth Management's RBA Position: Q4 2022 in Review

Abound Wealth Management sold out of RB Global (RBA) in Q4 2022, closing a stake of 67 shares — an estimated $4.19K sold.

Abound Wealth Management first reported a position in RBA in Q3 2022 and held it in 1 quarter. The position peaked at $4.19K in Q3 2022. 352 funds tracked by Wall St. Rank hold RBA as of Q4 2022.

  • Abound Wealth Management reported no remaining RB Global position as of Q4 2022 after selling out during the quarter.
  • Abound Wealth Management sold 67 RB Global shares in Q4 2022, an estimated $4.19K.
  • Abound Wealth Management first reported a position in RB Global in Q3 2022 and held it in 1 quarter.
  • Abound Wealth Management's RB Global position peaked at $4.19K in Q3 2022.
  • 352 funds tracked by Wall St. Rank held RB Global as of Q4 2022.

Based on Abound Wealth Management's 13F filing for Q4 2022, filed 7 Aug 2024.