AWM
RH icon

AE Wealth Management’s RH RH Stock Holding History

AE Wealth Management’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
2024
Q2 		– Sell
-707
Closed -$246K – 1267
2024
Q1 		$246K Sell
707
-1,038
-59% -$283K ﹤0.01% 1028
2023
Q4 		$476K Buy
1,745
+106
+6% +$27.4K ﹤0.01% 1464
2023
Q3 		$433K Buy
1,639
+13
+0.8% +$4.52K ﹤0.01% 1455
2023
Q2 		$536K Sell
1,626
-740
-31% -$193K ﹤0.01% 1358
2023
Q1 		$576K Buy
2,366
+76
+3% +$22.1K ﹤0.01% 1277
2022
Q4 		$612K Sell
2,290
-1,086
-32% -$283K ﹤0.01% 1196
2022
Q3 		$831K Sell
3,376
-80
-2% -$21.6K 0.01% 1019
2022
Q2 		$734K Buy
3,456
+1,100
+47% +$326K 0.01% 1005
2022
Q1 		$768K Buy
2,356
+1,595
+210% +$638K 0.01% 1028
2021
Q4 		$408K Sell
761
-217
-22% -$133K ﹤0.01% 1337
2021
Q3 		$652K Buy
978
+486
+99% +$335K 0.01% 1044
2021
Q2 		$334K Buy
+492
New +$320K ﹤0.01% 1297
2020
Q4 		– Sell
-1,327
Closed -$508K – 1416
2020
Q3 		$508K Buy
+1,327
New +$419K 0.01% 879

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AE Wealth Management's RH Position: Q2 2024 in Review

AE Wealth Management sold out of RH (RH) in Q2 2024, closing a stake of 707 shares — an estimated $246K sold.

AE Wealth Management first reported a position in RH in Q3 2020 and held it in 13 quarters. The position peaked at $831K in Q3 2022. 361 funds tracked by Wall St. Rank hold RH as of Q2 2024.

  • AE Wealth Management reported no remaining RH position as of Q2 2024 after selling out during the quarter.
  • AE Wealth Management sold 707 RH shares in Q2 2024, an estimated $246K.
  • AE Wealth Management first reported a position in RH in Q3 2020 and held it in 13 quarters.
  • AE Wealth Management's RH position peaked at $831K in Q3 2022.
  • 361 funds tracked by Wall St. Rank held RH as of Q2 2024.

Based on AE Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.