Advisor Group’s RH RH Stock Holding History

Advisor Group’s Portfolio RH Stock Details RH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$115K	Sell	537 -6,893	-93%	-$1.34M	﹤0.01%	2832
2019 Q3	$1.27M	Buy	7,430 +7,179	+2,860%	+$1.02M	0.01%	1007
2019 Q2	$28K	Sell	251 -1,135	-82%	-$117K	﹤0.01%	3757
2019 Q1	$142K	Buy	1,386 +962	+227%	+$131K	﹤0.01%	2568
2018 Q4	$51K	Buy	424 +171	+68%	+$20.6K	﹤0.01%	3168
2018 Q3	$33K	Sell	253 -1,447	-85%	-$203K	﹤0.01%	3572
2018 Q2	$237K	Sell	1,700 -25	-1%	-$2.71K	﹤0.01%	1845
2018 Q1	$164K	Sell	1,725 -82	-5%	-$7.27K	﹤0.01%	2139
2017 Q4	$156K	Hold	1,807	–	–	﹤0.01%	2203
2017 Q3	$127K	Hold	1,807	–	–	﹤0.01%	2211
2017 Q2	$116K	Sell	1,807 -15	-0.8%	-$793	﹤0.01%	2178
2017 Q1	$84K	Sell	1,822 -85	-4%	-$2.63K	﹤0.01%	2296
2016 Q4	$58K	Sell	1,907 -4,001	-68%	-$129K	﹤0.01%	2499
2016 Q3	$203K	Buy	5,908 +672	+13%	+$21.4K	﹤0.01%	1513
2016 Q2	$148K	Buy	+5,236	New	+$187K	﹤0.01%	1671

Other funds holding RH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Advisor Group's RH Position: Q4 2019 in Review

Advisor Group reduced its RH (RH) stake by 93% in Q4 2019, selling an estimated $1.34M and leaving 537 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

Advisor Group first reported a position in RH in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.27M in Q3 2019. 312 funds tracked by Wall St. Rank hold RH as of Q4 2019.

Advisor Group held 537 shares of RH worth $115K as of Q4 2019.
Advisor Group sold 6,893 RH shares in Q4 2019, an estimated $1.34M.
RH made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2832 holding.
Advisor Group first reported a position in RH in Q2 2016 and has held it in 15 quarters since.
Advisor Group's RH position peaked at $1.27M in Q3 2019.
312 funds tracked by Wall St. Rank held RH as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.