ASN
RBT

Advisory Services Network’s Rubicon Technologies, Inc. RBT Stock Holding History

Advisory Services Network’s Portfolio RBT Stock Details RBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-26,125
Closed -$48.3K – 3887
2023
Q4 		$48.3K Sell
26,125
-1,125
-4% -$2.21K ﹤0.01% 2027
2023
Q3 		$56.7K Buy
27,250
+23,812
+693% +$112K ﹤0.01% 1439
2023
Q2 		$10.2K Buy
3,438
+2,000
+139% +$7.43K ﹤0.01% 1430
2023
Q1 		$7.55K Hold
1,438
– – ﹤0.01% 2990
2022
Q4 		$20.5K Sell
1,438
-187
-12% -$2.95K ﹤0.01% 2454
2022
Q3 		$28K Buy
+1,625
New +$54.9K ﹤0.01% 1328

Other funds holding RBT

ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisory Services Network's RBT Position: Q1 2024 in Review

Advisory Services Network sold out of Rubicon Technologies, Inc. (RBT) in Q1 2024, closing a stake of 26,125 shares — an estimated $48.3K sold.

Advisory Services Network first reported a position in RBT in Q3 2022 and held it in 6 quarters. The position peaked at $56.7K in Q3 2023. 38 funds tracked by Wall St. Rank hold RBT as of Q1 2024.

  • Advisory Services Network reported no remaining Rubicon Technologies, Inc. position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 26,125 Rubicon Technologies, Inc. shares in Q1 2024, an estimated $48.3K.
  • Advisory Services Network first reported a position in Rubicon Technologies, Inc. in Q3 2022 and held it in 6 quarters.
  • Advisory Services Network's Rubicon Technologies, Inc. position peaked at $56.7K in Q3 2023.
  • 38 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.