AWM
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Accurate Wealth Management’s Reliance Steel & Aluminium RS Stock Holding History

Accurate Wealth Management’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30
Closed -$6.29K – 1175
2022
Q4 		$6.29K Buy
+30
New +$5.97K ﹤0.01% 969

Other funds holding RS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accurate Wealth Management's RS Position: Q1 2023 in Review

Accurate Wealth Management sold out of Reliance Steel & Aluminium (RS) in Q1 2023, closing a stake of 30 shares — an estimated $6.29K sold.

Accurate Wealth Management first reported a position in RS in Q4 2022 and held it in 1 quarter. The position peaked at $6.29K in Q4 2022. 525 funds tracked by Wall St. Rank hold RS as of Q1 2023.

  • Accurate Wealth Management reported no remaining Reliance Steel & Aluminium position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 30 Reliance Steel & Aluminium shares in Q1 2023, an estimated $6.29K.
  • Accurate Wealth Management first reported a position in Reliance Steel & Aluminium in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Reliance Steel & Aluminium position peaked at $6.29K in Q4 2022.
  • 525 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.