AWM
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AE Wealth Management’s Robert Half RHI Stock Holding History

AE Wealth Management’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,896
Closed -$804K – 1982
2022
Q4 		$804K Buy
10,896
+617
+6% +$47.1K 0.01% 1080
2022
Q3 		$786K Buy
10,279
+1,364
+15% +$107K 0.01% 1043
2022
Q2 		$668K Buy
8,915
+577
+7% +$54.7K 0.01% 1052
2022
Q1 		$952K Sell
8,338
-215
-3% -$24.8K 0.01% 936
2021
Q4 		$954K Buy
8,553
+320
+4% +$35.6K 0.01% 940
2021
Q3 		$826K Sell
8,233
-37
-0.4% -$3.62K 0.01% 933
2021
Q2 		$736K Buy
+8,270
New +$721K 0.01% 958

Other funds holding RHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

AE Wealth Management's RHI Position: Q1 2023 in Review

AE Wealth Management sold out of Robert Half (RHI) in Q1 2023, closing a stake of 10,896 shares — an estimated $804K sold.

AE Wealth Management first reported a position in RHI in Q2 2021 and held it in 7 quarters. The position peaked at $954K in Q4 2021. 538 funds tracked by Wall St. Rank hold RHI as of Q1 2023.

  • AE Wealth Management reported no remaining Robert Half position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 10,896 Robert Half shares in Q1 2023, an estimated $804K.
  • AE Wealth Management first reported a position in Robert Half in Q2 2021 and held it in 7 quarters.
  • AE Wealth Management's Robert Half position peaked at $954K in Q4 2021.
  • 538 funds tracked by Wall St. Rank held Robert Half as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.